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JPMorgan Chase

4,669 hedge funds and large institutions have $497B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,872 increasing their positions, 2,140 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 132

6% more funds holding in top 10

Funds holding in top 10: 798844 (+46)

0% more capital invested

Capital invested by funds: $496B → $497B (+$434M)

0% less funds holding

Funds holding: 4,6704,669 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,872 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,669
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.55%
Holding in Top 10
844
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+5.76%
% of All Funds
11.31%
New
205
Increased
1,872
Reduced
2,140
Closed
132
Calls
$7.15B
Puts
$8.45B
Net Calls
-$1.3B
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
2601
Weaver C. Barksdale & Associates
Tennessee
$2.19M -$213K -835 -9%
CH
2602
Cromwell Holdings
Wyoming
$2.19M
LA
2603
LexAurum Advisors
Kansas
$2.18M +$38.5K +151 +2%
RF
2604
Roxbury Financial
New Jersey
$2.18M +$33.7K +132 +2%
WP
2605
Westmount Partners
California
$2.18M -$161K -630 -7%
CIA
2606
Citadel Investment Advisory
Ohio
$2.18M
OKSA
2607
O'Keefe Stevens Advisory
New York
$2.18M +$207K +811 +10%
TRIA
2608
Trail Ridge Investment Advisors
Colorado
$2.18M -$224K -879 -9%
TCM
2609
Tang Capital Management
California
$2.17M +$574K +2,253 +34%
SFM
2610
Signet Financial Management
New Jersey
$2.16M -$125K -490 -5%
PA
2611
Prossimo Advisors
California
$2.16M +$12K +47 +0.5%
BWA
2612
Bordeaux Wealth Advisors
California
$2.16M -$134K -527 -6%
FCB
2613
First County Bank
Connecticut
$2.16M -$137K -539 -6%
AB
2614
ANB Bank
Colorado
$2.16M -$76.5K -300 -3%
W
2615
Wealthquest
Ohio
$2.16M -$33.1K -130 -1%
NA
2616
Navellier & Associates
Nevada
$2.16M -$255K -1,000 -10%
HFAS
2617
Hummer Financial Advisory Services
Illinois
$2.16M
MIC
2618
Meridian Investment Counsel
California
$2.16M
SSA
2619
South Street Advisors
New York
$2.15M -$38.2K -150 -2%
BIA
2620
BHK Investment Advisors
Alabama
$2.15M -$146K -574 -6%
AIM
2621
Aigen Investment Management
New York
$2.15M +$2.23M +8,748 New
COCM
2622
Charter Oak Capital Management
New Hampshire
$2.15M -$19.1K -75 -0.9%
WAL
2623
W Advisors LLC
Tennessee
$2.15M +$24.2K +95 +1%
ICMM
2624
Integrated Capital Management (Michigan)
Michigan
$2.14M +$24.2K +95 +1%
TCB
2625
Texas Capital Bancshares
Texas
$2.13M +$122K +478 +6%

JPM Hedge Fund Activity: Q1 2025 in Review

4,669 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2025, worth a combined $497B — up 0.09% from $496B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new JPM positions and 132 closed out — a net gain of 73 holders — while 1,872 added to existing stakes and 2,140 trimmed.

The largest buyer was Barclays, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $1.39B.

  • 4,669 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,670 in Q4 2024.
  • Funds reported $497B of JPMorgan Chase stock for Q1 2025, up 0.09% quarter-over-quarter.
  • 205 funds opened new JPMorgan Chase positions in Q1 2025 and 132 closed out, a net change of +73 holders.
  • The largest JPMorgan Chase buyer in Q1 2025 was Barclays, an estimated $1.03B added.
  • The largest JPMorgan Chase seller in Q1 2025 was Wellington Management Group, an estimated $1.39B sold.

Based on aggregated 13F filings for Q1 2025.