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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
LIA
2851
LBMC Investment Advisors
Tennessee
$1.66M +$14K +55 +0.8%
FCA
2852
Fortis Capital Advisors
Kansas
$1.66M -$220K -862 -11%
GWS
2853
Greykasell Wealth Strategies
California
$1.66M +$255 +1 +0%
TW
2854
Traveka Wealth
California
$1.66M +$47.4K +186 +3%
LSIA
2855
LaSalle St. Investment Advisors
Illinois
$1.66M +$200K +783 +13%
KFA
2856
Kelleher Financial Advisors
New York
$1.65M -$16.8K -66 -1%
PK
2857
Pflug Koory
Nebraska
$1.65M
FB
2858
Finward Bancorp
Indiana
$1.65M +$14.3K +56 +0.8%
VCM
2859
Viewpoint Capital Management
Washington
$1.65M -$25.5K -100 -1%
AWA
2860
AGH Wealth Advisors
Kansas
$1.65M -$55.6K -218 -3%
IHL
2861
Investment House LLC
California
$1.64M +$127K +500 +8%
S
2862
Sunpointe
Missouri
$1.64M -$147K -575 -8%
SFG
2863
Sovereign Financial Group
Connecticut
$1.64M +$108K +424 +7%
MFGM
2864
Marshall Financial Group (Maryland)
Maryland
$1.64M +$99.9K +392 +6%
SDWMA
2865
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.63M -$51.5K -202 -3%
PFG
2866
Prosperity Financial Group
California
$1.63M +$119K +468 +8%
FMN
2867
Financial Management Network
California
$1.63M +$93.6K +367 +5%
WDG
2868
Wealth Dimensions Group
Ohio
$1.63M +$53.8K +211 +3%
OFW
2869
Omnia Family Wealth
Florida
$1.63M +$202K +794 +14%
TFM
2870
TFC Financial Management
Massachusetts
$1.62M -$20.1K -79 -1%
AFS
2871
Access Financial Services
Minnesota
$1.62M -$186K -730 -10%
PVM
2872
Palogic Value Management
Texas
$1.62M
IIM
2873
InTrack Investment Management
Vermont
$1.62M -$878K -3,443 -34%
SB
2874
Sunflower Bank
Texas
$1.62M -$3.57K -14 -0.2%
EWA
2875
Evolution Wealth Advisors
Florida
$1.62M -$22.9K -90 -1%

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.