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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
RB
2626
Rodgers Brothers
Pennsylvania
$2.13M +$9.94K +39 +0.5%
CWM
2627
Castle Wealth Management
Florida
$2.13M +$61.7K +242 +3%
DWM
2628
Defined Wealth Management
Oregon
$2.13M -$69.1K -271 -3%
RCM
2629
RMR Capital Management
California
$2.13M
CSB
2630
City State Bank
Iowa
$2.13M +$8.67K +34 +0.4%
CL
2631
CIM LLC
New York
$2.13M +$2.21M +8,666 New
FRA
2632
Front Row Advisors
California
$2.12M -$42.1K -165 -2%
CVM
2633
Cheviot Value Management
California
$2.12M +$151K +593 +8%
SCI
2634
Stableford Capital II
Arizona
$2.12M -$309K -1,212 -12%
CWP
2635
Core Wealth Partners
California
$2.12M +$68.3K +268 +3%
JFA
2636
JNBA Financial Advisors
Minnesota
$2.12M -$765 -3 -0%
AA
2637
Addison Advisors
Vermont
$2.11M -$35.7K -140 -2%
CBT
2638
CoreFirst Bank & Trust
Kansas
$2.11M -$317K -1,243 -13%
TC
2639
Trust Company
Kansas
$2.11M +$12K +47 +0.5%
LAM
2640
LECAP Asset Management
United Kingdom
$2.11M +$2.19M +8,595 New
CSPIA
2641
Cary Street Partners Investment Advisory
Virginia
$2.1M +$252K +987 +13%
IJWM
2642
Inman Jager Wealth Management
Mississippi
$2.1M -$222K -872 -9%
RIM
2643
Redwood Investment Management
Arizona
$2.1M +$887K +3,481 +68%
VIPI
2644
Vista Investment Partners II
Indiana
$2.1M -$19.6K -77 -0.9%
MKC
2645
M. Kraus & Co
Vermont
$2.1M -$11.5K -45 -0.5%
PWM
2646
Paulson Wealth Management
Illinois
$2.1M -$15.3K -60 -0.7%
NEWAS
2647
N.E.W. Advisory Services
Wisconsin
$2.09M +$32.9K +129 +2%
PSFG
2648
Prairie Sky Financial Group
Illinois
$2.09M
KFSC
2649
Keystone Financial Services (Colorado)
Colorado
$2.09M +$3.57K +14 +0.2%
BFG
2650
Bouchey Financial Group
New York
$2.09M +$25.5K +100 +1%

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.