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
SRA
2726
Secured Retirement Advisors
Minnesota
$1.92M -$474K -1,858 -19%
SOS
2727
Silver Oak Securities
Tennessee
$1.91M +$57.4K +225 +3%
WWM
2728
Waterway Wealth Management
Texas
$1.91M +$779K +3,057 +64%
SC
2729
Stephens Consulting
Michigan
$1.91M +$7.9K +31 +0.4%
BCP
2730
Berkeley Capital Partners
Georgia
$1.91M -$19.6K -77 -1%
BSSFA
2731
Baron Silver Stevens Financial Advisors
Florida
$1.91M -$8.92K -35 -0.4%
PG
2732
Proffitt & Goodson
Tennessee
$1.91M -$32.6K -128 -2%
CAG
2733
Centerpoint Advisory Group
Kansas
$1.91M +$34.9K +137 +2%
WCAMG
2734
Woodard & Company Asset Management Group
North Carolina
$1.91M +$62.7K +246 +3%
LWP
2735
LeClair Wealth Partners
Ohio
$1.9M -$168K -658 -8%
MP
2736
Moment Partners
California
$1.9M -$12.5K -49 -0.6%
RCM
2737
Raleigh Capital Management
North Carolina
$1.9M -$429K -1,683 -18%
AIM
2738
Alhambra Investment Management
Florida
$1.9M -$24K -94 -1%
NWM
2739
Northwest Wealth Management
Iowa
$1.89M +$37.7K +148 +2%
PFM
2740
Potomac Fund Management
Florida
$1.89M +$114K +448 +6%
OL
2741
OneFund LLC
Florida
$1.89M +$3.82K +15 +0.2%
RFA
2742
ROI Financial Advisors
Oregon
$1.89M +$263K +1,030 +15%
SIM
2743
SWP Investment Management
Ohio
$1.88M +$1.96M +7,682 New
GPI
2744
General Partner Inc
Pennsylvania
$1.88M
AAIM
2745
Asset Advisors Investment Management
Georgia
$1.88M +$8.41K +33 +0.4%
GWP
2746
Gen-Wealth Partners
Michigan
$1.87M +$30.1K +118 +2%
BF
2747
Brucke Financial
Indiana
$1.87M +$125K +492 +7%
PA
2748
Promethium Advisors
Maryland
$1.87M -$293K -1,151 -13%
SR
2749
Syntax Research
Florida
$1.87M -$70.6K -277 -4%
DFS
2750
Dixon Fnancial Services
California
$1.86M

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.