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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
SFS
2751
Security Financial Services
Indiana
$1.86M +$42.8K +168 +2%
FOA
2752
Five Oceans Advisors
California
$1.86M +$8.92K +35 +0.5%
VC
2753
Veracity Capital
Georgia
$1.86M +$22.4K +88 +1%
TFA
2754
Transamerica Financial Advisors
Florida
$1.86M +$13.8K +54 +0.7%
BF
2755
bLong Financial
Tennessee
$1.86M
FGA
2756
Fortis Group Advisors
New Jersey
$1.86M +$1.62M +6,352 +523%
KWS
2757
Keystone Wealth Services
California
$1.86M +$197K +772 +11%
LSA
2758
Lion Street Advisors
Texas
$1.85M +$208K +817 +12%
OWA
2759
ORBA Wealth Advisors
Illinois
$1.85M
BDF
2760
Black Diamond Financial
Maryland
$1.85M +$15.6K +61 +0.8%
PFS
2761
Physicians Financial Services
North Carolina
$1.84M +$42.1K +165 +2%
FIM
2762
Freedom Investment Management
Connecticut
$1.84M -$179K -702 -9%
AG
2763
AmeriFlex Group
Nevada
$1.84M +$661K +2,591 +53%
VIP
2764
Viewpoint Investment Partners
Alberta, Canada
$1.84M +$1.91M +7,495 New
VCM
2765
Vivaldi Capital Management
Illinois
$1.84M +$250K +980 +15%
RYIA
2766
Roehl & Yi Investment Advisors
Oregon
$1.84M +$24.2K +95 +1%
AWS
2767
Aspen Wealth Strategies
Colorado
$1.83M -$88.5K -347 -4%
KCFA
2768
Key Client Fiduciary Advisors
New Jersey
$1.83M +$42.8K +168 +2%
MWP
2769
Madison Wealth Partners
Wisconsin
$1.83M -$26.8K -105 -1%
CP
2770
Covenant Partners
Tennessee
$1.83M -$66.8K -262 -3%
TC
2771
Trilogy Capital
California
$1.82M -$73.2K -287 -4%
EM
2772
ELCO Management
New York
$1.82M -$17.6K -69 -0.9%
VAG
2773
VisionPoint Advisory Group
Texas
$1.82M +$251K +985 +15%
MAC
2774
Mason & Associates (California)
California
$1.81M -$765 -3 -0%
RHIG
2775
R.H. Investment Group
Arizona
$1.81M

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.