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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
TC
2826
TFR Capital
Texas
$1.71M +$796K +3,121 +81%
AIM
2827
ARGA Investment Management
Connecticut
$1.7M
AA
2828
AJ Advisors
Tennessee
$1.7M +$2.55K +10 +0.1%
RFG
2829
RFP Financial Group
Georgia
$1.7M +$12K +47 +0.7%
SW
2830
Solidarity Wealth
Utah
$1.7M +$26.5K +104 +2%
DAM
2831
Deltec Asset Management
New York
$1.7M +$1.27M +5,000 +260%
NAG
2832
Northstar Advisory Group
New Jersey
$1.7M +$1.15M +4,495 +185%
HWA
2833
Heartwood Wealth Advisors
Virginia
$1.7M -$4.59K -18 -0.3%
MWPCG
2834
Measured Wealth Private Client Group
New Hampshire
$1.69M +$1.27K +5 +0.1%
FM
2835
Freemont Management
Switzerland
$1.69M -$178K -700 -9%
PCS
2836
Private Client Services
Kentucky
$1.69M +$302K +1,183 +21%
RWM
2837
Riverbend Wealth Management
South Carolina
$1.69M +$22.9K +90 +1%
RL
2838
Rogco LP
Oklahoma
$1.69M -$108K -424 -6%
LF
2839
Lantz Financial
Illinois
$1.68M +$17.3K +68 +1%
TFP
2840
Tilia Fiduciary Partners
North Carolina
$1.68M -$265K -1,038 -13%
ACA
2841
Atlas Capital Advisors
Wyoming
$1.68M -$204K -800 -10%
CIM
2842
Corda Investment Management
Texas
$1.68M -$167K -657 -9%
BWM
2843
Birchcreek Wealth Management
Ohio
$1.68M -$81.6K -320 -4%
GHAM
2844
Gilman Hill Asset Management
Connecticut
$1.67M -$10.2K -40 -0.6%
HFA
2845
High Falls Advisors
New York
$1.67M +$16.3K +64 +0.9%
WC
2846
Winmill & Co
New York
$1.67M
BIA
2847
Beacon Investment Advisors
Maryland
$1.67M +$16.1K +63 +0.9%
ZI
2848
ZEGA Investments
Florida
$1.67M +$531K +2,083 +44%
RWPA
2849
Richard W. Paul & Associates
Michigan
$1.66M -$53.8K -211 -3%
AWG
2850
Altus Wealth Group
Colorado
$1.66M -$231K -905 -12%

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.