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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
SHFA
2801
SC&H Financial Advisors
Maryland
$1.75M
PSP
2802
Principal Street Partners
Tennessee
$1.75M -$7.54M -29,592 -81%
PIA
2803
Powell Investment Advisors
Florida
$1.75M
KCM
2804
KRS Capital Management
Michigan
$1.74M +$108K +424 +6%
TIP
2805
Tandem Investment Partners
New Jersey
$1.74M -$52.5K -206 -3%
5SA
2806
5th Street Advisors
Connecticut
$1.73M +$294K +1,154 +19%
OIM
2807
Orca Investment Management
Oregon
$1.73M +$6.12K +24 +0.3%
RPGK
2808
Retirement Planning Group (Kansas)
Kansas
$1.73M -$33.4K -131 -2%
TWA
2809
Talisman Wealth Advisors
New Jersey
$1.73M -$35.2K -138 -2%
KSWWM
2810
Keyes Stange & Wooten Wealth Management
Florida
$1.73M -$114K -446 -6%
SNBOSCI
2811
Security National Bank of Sioux City Iowa
Iowa
$1.72M +$51.5K +202 +3%
EIA
2812
Edgemoor Investment Advisors
Maryland
$1.72M -$38.5K -151 -2%
CNBT
2813
Cornerstone National Bank & Trust
Illinois
$1.72M -$182K -715 -9%
PWP
2814
Phillips Wealth Planners
Mississippi
$1.72M +$37.5K +147 +2%
KA
2815
Kozak & Associates
Colorado
$1.72M +$11.5K +45 +0.6%
LCWP
2816
Legacy Capital Wealth Partners
Arkansas
$1.72M -$91.5K -359 -5%
AR
2817
Advisory Research
Illinois
$1.72M -$288K -1,130 -14%
CRI
2818
Colonial River Investments
Virginia
$1.72M -$1.87M -7,353 -51%
RL
2819
Ruffer LLP
United Kingdom
$1.72M -$388K -1,520 -18%
OPWM
2820
Oakwell Private Wealth Management
Texas
$1.72M +$133K +523 +8%
NJIM
2821
Nabity-Jensen Investment Management
Nebraska
$1.71M +$27.3K +107 +2%
CC
2822
Centiva Capital
New York
$1.71M +$1.37M +5,383 +335%
TVAMP
2823
Tennessee Valley Asset Management Partners
Tennessee
$1.71M +$119K +468 +7%
TWPM
2824
Total Wealth Planning & Management
Florida
$1.71M +$7.9K +31 +0.4%
SCA
2825
Sippican Capital Advisors
Massachusetts
$1.71M -$3.57K -14 -0.2%

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.