We are live on ! Find out more
JPM icon

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
RA
2676
RoundAngle Advisors
New Jersey
$2.04M +$82.6K +324 +4%
GFA
2677
Gallagher Fiduciary Advisors
Illinois
$2.04M -$173K -680 -8%
BI
2678
Bolthouse Investments
California
$2.04M
EWM
2679
Evergreen Wealth Management
Michigan
$2.04M -$526K -2,064 -20%
JE
2680
JMAC Enterprises
Pennsylvania
$2.03M -$3.08M -12,072 -59%
TF
2681
TLWM Financial
Texas
$2.03M -$7.39K -29 -0.3%
SCM
2682
Sunbeam Capital Management
Georgia
$2.03M +$3.57K +14 +0.2%
HFS
2683
Howard Financial Services
Texas
$2.02M -$147K -577 -7%
HP
2684
Hilltop Partners
Indiana
$2.02M +$171K +671 +9%
AF
2685
Affiance Financial
Minnesota
$2.02M
CFGW
2686
Chancellor Financial Group WB
Pennsylvania
$2.02M +$52.3K +205 +3%
TNAM
2687
Terra Nova Asset Management
New York
$2.02M +$2.1M +8,228 New
CAM
2688
CPA Asset Management
Florida
$2.02M
SWRP
2689
Summit Wealth & Retirement Planning
California
$2.02M +$90.2K +354 +5%
AAM
2690
AMI Asset Management
California
$2.01M -$38.5K -151 -2%
ACMA
2691
Arbor Capital Management (Alaska)
Alaska
$2.01M +$54.8K +215 +3%
SF
2692
Symphony Financial
Texas
$2.01M -$3.11M -12,216 -58%
SW
2693
SMART Wealth
Nebraska
$2M -$101K -395 -5%
WMA
2694
Wealth Management Associates
New Jersey
$2M -$5.1K -20 -0.2%
TF
2695
Tudor Financial
Ohio
$2M +$13.8K +54 +0.7%
TIM
2696
Tikehau Investment Management
France
$2M
FAG
2697
Fortitude Advisory Group
Washington
$2M +$70.1K +275 +3%
AA
2698
Alesco Advisors
New York
$1.99M +$13.5K +53 +0.7%
MFG
2699
Monte Financial Group
Connecticut
$1.98M +$91K +357 +4%
MMM
2700
Mendel Money Management
Illinois
$1.98M +$53K +208 +3%

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.