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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
KCM
2701
Kathmere Capital Management
Pennsylvania
$1.98M +$134K +527 +7%
YWS
2702
Yarger Wealth Strategies
Ohio
$1.98M -$444K -1,740 -18%
OWA
2703
One Wealth Advisors
California
$1.97M -$32.6K -128 -2%
WDC
2704
Woodward Diversified Capital
California
$1.97M +$67K +263 +3%
CCA
2705
Cora Capital Advisors
New Jersey
$1.97M +$23.7K +93 +1%
OBGC
2706
O'Brien Greene & Co
Pennsylvania
$1.97M -$4.33K -17 -0.2%
GCM
2707
GoodHaven Capital Management
New Jersey
$1.96M
MSCM
2708
McElhenny Sheffield Capital Management
Texas
$1.96M -$8.92K -35 -0.4%
EFA
2709
Edge Financial Advisors
Illinois
$1.96M +$67.6K +265 +3%
AF
2710
Apollon Financial
South Carolina
$1.96M +$227K +889 +13%
ASBI
2711
American State Bank (Iowa)
Iowa
$1.95M -$15.3K -60 -0.7%
AFG
2712
ABLE Financial Group
Arizona
$1.95M -$26.3K -103 -1%
TIM
2713
Tortoise Investment Management
New York
$1.95M -$166K -650 -8%
LI
2714
LVZ Inc
Michigan
$1.94M +$30.8K +121 +2%
DIM
2715
Delta Investment Management
California
$1.94M +$510K +1,999 +34%
SIM
2716
Sentry Investment Management
Wisconsin
$1.93M -$367K -1,438 -14%
TT
2717
TI-Trust
Illinois
$1.93M -$150K -589 -7%
G
2718
GenTrust
Florida
$1.93M +$190K +744 +10%
GF
2719
Gries Financial
Ohio
$1.93M +$213K +837 +12%
JWA
2720
JFS Wealth Advisors
Pennsylvania
$1.93M +$108K +423 +6%
RTC
2721
Riverview Trust Company
Washington
$1.93M -$352K -1,381 -15%
RWP
2722
Ridgecrest Wealth Partners
California
$1.93M +$127K +497 +7%
GPA
2723
Garrison Point Advisors
California
$1.93M -$69.1K -271 -3%
TWP
2724
Triad Wealth Partners
Kansas
$1.92M +$94.6K +371 +5%
FVWA
2725
Foster Victor Wealth Advisors
South Carolina
$1.92M -$51.8K -203 -2%

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.