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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
WAG
2776
Wiser Advisor Group
Arizona
$1.81M +$66.8K +262 +4%
CC
2777
Commons Capital
Massachusetts
$1.81M -$48.7K -191 -3%
UWS
2778
Unique Wealth Strategies
Illinois
$1.81M -$129K -505 -6%
FG
2779
Foster Group
Iowa
$1.81M +$256K +1,005 +16%
GPWM
2780
Grant Private Wealth Management
California
$1.81M +$154K +605 +9%
ACP
2781
Argyle Capital Partners
California
$1.8M -$25.2K -99 -1%
VCM
2782
Versant Capital Management
Arizona
$1.79M +$896K +3,513 +93%
IF
2783
Intrua Financial
Texas
$1.79M -$8.16K -32 -0.4%
WAG
2784
Windsor Advisory Group
Ohio
$1.79M -$8.16K -32 -0.4%
CS
2785
Capital Square
Tennessee
$1.79M -$14K -55 -0.7%
CFA
2786
Cahill Financial Advisors
Minnesota
$1.78M +$60.9K +239 +3%
MFWP
2787
Mosaic Family Wealth Partners
Missouri
$1.78M -$20.1K -79 -1%
WG
2788
Wealth Group
North Carolina
$1.78M -$47.4K -186 -3%
SCP
2789
Sivia Capital Partners
California
$1.78M +$134K +527 +8%
TWM
2790
Thrive Wealth Management
Pennsylvania
$1.77M -$90.5K -355 -5%
RLWM
2791
RF&L Wealth Management
Massachusetts
$1.77M -$12.7K -50 -0.7%
HAS
2792
HBW Advisory Services
California
$1.77M +$582K +2,281 +46%
SPWG
2793
Syntegra Private Wealth Group
Missouri
$1.77M +$31.1K +122 +2%
NCM
2794
Northside Capital Management
Oregon
$1.76M +$46.4K +182 +3%
BPW
2795
Bingham Private Wealth
California
$1.76M -$99.2K -389 -5%
ACM
2796
Armbruster Capital Management
New York
$1.76M -$110K -433 -6%
GWSG
2797
GPS Wealth Strategies Group
Colorado
$1.76M +$693K +2,718 +61%
AWM
2798
AllSquare Wealth Management
New York
$1.76M -$84.1K -330 -4%
AWM
2799
Aviso Wealth Management
Washington
$1.76M +$285K +1,119 +19%
CIA
2800
Cladis Investment Advisory
Montana
$1.75M

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.