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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
WEG
2876
World Equity Group
Illinois
$1.61M -$1.7M -6,680 -50%
MLM
2877
Mount Lucas Management
Pennsylvania
$1.61M -$1.88M -7,377 -53%
SPI
2878
Sutton Place Investors
New York
$1.61M -$2.17M -8,497 -56%
RPWA
2879
Regent Peak Wealth Advisors
Georgia
$1.6M +$6.63K +26 +0.4%
HIM
2880
Hillsdale Investment Management
Ontario, Canada
$1.6M +$311K +1,220 +23%
DI
2881
Disciplined Investors
Texas
$1.6M +$63.2K +248 +4%
ME
2882
McIlrath & Eck
Washington
$1.6M +$57.4K +225 +4%
EFL
2883
ERn Financial LLC
Wisconsin
$1.6M -$90.8K -356 -5%
FFA
2884
Frazier Financial Advisors
Ohio
$1.59M -$75.7K -297 -4%
CAM
2885
Costello Asset Management
Pennsylvania
$1.59M +$14.3K +56 +0.9%
MWM
2886
MinichMacGregor Wealth Management
New York
$1.58M +$289K +1,134 +21%
KFS
2887
Keynote Financial Services
Connecticut
$1.58M
SFS
2888
Symphony Financial Services
Ohio
$1.57M -$20.1K -79 -1%
NC
2889
Napatree Capital
Rhode Island
$1.57M +$35.2K +138 +2%
WLG
2890
Williamson Legacy Group
Indiana
$1.57M +$290K +1,137 +22%
MAM
2891
McLean Asset Management
Virginia
$1.57M -$76.5K -300 -4%
MEAC
2892
M.E. Allison & Co
Texas
$1.57M -$52.8K -207 -3%
HT
2893
Headlands Technologies
Illinois
$1.57M +$1.63M +6,388 New
HWA
2894
HMV Wealth Advisors
Louisiana
$1.57M
TA
2895
TFB Advisors
Kansas
$1.57M +$27K +106 +2%
FDDB
2896
Fidelity D&D Bancorp
Pennsylvania
$1.57M -$24.2K -95 -1%
CCM
2897
Crew Capital Management
Ohio
$1.56M +$13.8K +54 +0.9%
VP
2898
Verum Partners
North Carolina
$1.56M
SCA
2899
St. Clair Advisors
Ohio
$1.56M
FC
2900
Fairscale Capital
New Hampshire
$1.56M +$4.59K +18 +0.3%

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.