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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
CAGAS
2901
Capital Advisory Group Advisory Services
Minnesota
$1.55M +$38.8K +152 +2%
SAA
2902
Southeast Asset Advisors
Georgia
$1.55M +$410K +1,609 +34%
APF
2903
Alaska Permanent Fund
Alaska
$1.55M
ATI
2904
ARK & TLK Investments
Oklahoma
$1.55M -$30.6K -120 -2%
KIA
2905
Knollwood Investment Advisory
Maryland
$1.55M
FFA
2906
Fi3 Financial Advisors
Indiana
$1.55M -$39K -153 -2%
DOA
2907
D'Orazio & Associates
Virginia
$1.55M +$77.2K +303 +5%
RMCM
2908
Reynders McVeigh Capital Management
Massachusetts
$1.54M -$6.63K -26 -0.4%
TCOTS
2909
Trust Company of the South
North Carolina
$1.54M +$148K +582 +10%
BA
2910
BCM Advisors
Louisiana
$1.54M
MFG
2911
Menard Financial Group
Texas
$1.54M +$25.5K +100 +2%
FA
2912
Fiducient Advisors
Illinois
$1.53M +$675K +2,647 +73%
QFA
2913
Quantum Financial Advisors
California
$1.53M -$9.43K -37 -0.6%
PIC
2914
Portland Investment Counsel
Ontario, Canada
$1.53M
PPWM
2915
Paragon Private Wealth Management
Kentucky
$1.53M +$524K +2,055 +49%
SC
2916
Solstein Capital
California
$1.53M
SFC
2917
SYM Financial Corp
Indiana
$1.53M +$43.3K +170 +3%
SA
2918
Sovran Advisors
California
$1.53M -$847K -3,323 -34%
FA
2919
Fountainhead AM
New Jersey
$1.53M +$384K +1,505 +32%
BCG
2920
BayBridge Capital Group
California
$1.52M -$92.3K -362 -6%
AGA
2921
Accuvest Global Advisors
Utah
$1.52M +$1.58M +6,184 New
LIM
2922
Lathrop Investment Management
Arkansas
$1.51M +$880K +3,453 +127%
MTC
2923
McDaniel Terry & Co
Texas
$1.51M -$11K -43 -0.7%
CA
2924
Crumly & Associates
Illinois
$1.51M +$36.2K +142 +2%
PAG
2925
Powers Advisory Group
Illinois
$1.51M +$2.8K +11 +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.