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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
BRG
2926
Bay Rivers Group
Virginia
$1.5M +$19.1K +75 +1%
HCP
2927
Hexagon Capital Partners
Arkansas
$1.5M -$68.6K -269 -4%
MWM
2928
McNaughton Wealth Management
California
$1.5M +$26.8K +105 +2%
PJWM
2929
Philip James Wealth Mangement
Georgia
$1.5M -$43.3K -170 -3%
WF
2930
Womack Financial
Texas
$1.5M -$27.3K -107 -2%
SL
2931
Sentry LLC
Tennessee
$1.5M +$51K +200 +3%
HWMG
2932
Hurlow Wealth Management Group
Indiana
$1.5M +$143K +559 +10%
GWM
2933
Gibbs Wealth Management
Georgia
$1.49M +$245K +962 +19%
SFM
2934
Systematic Financial Management
New Jersey
$1.49M
SPF
2935
South Plains Financial
Texas
$1.49M +$24K +94 +2%
CPA
2936
Capital Planning Advisors
California
$1.49M -$2.8K -11 -0.2%
PFA
2937
Pathway Financial Advisors
Vermont
$1.49M
WMWM
2938
Whitaker-Myers Wealth Managers
Ohio
$1.49M +$605K +2,373 +64%
FCIM
2939
Fairview Capital Investment Management
California
$1.49M -$1.27K -5 -0.1%
CFG
2940
Carr Financial Group
Massachusetts
$1.49M +$105K +413 +7%
BCM
2941
Barden Capital Management
Texas
$1.48M +$1.54M +6,051 New
SCA
2942
Sulzberger Capital Advisors
Florida
$1.48M -$103K -405 -6%
WF
2943
WinCap Financial
Massachusetts
$1.48M -$64K -251 -4%
SWIG
2944
Strategic Wealth Investment Group
Kentucky
$1.47M -$24.9M -97,521 -94%
HC
2945
Hurley Capital
New York
$1.47M -$80.3K -315 -5%
GAM
2946
Gould Asset Management
California
$1.47M +$11.2K +44 +0.7%
TWM
2947
Topsail Wealth Management
North Carolina
$1.47M +$297K +1,164 +24%
DG
2948
DMC Group
Alabama
$1.47M -$263K -1,031 -15%
WIM
2949
Westside Investment Management
California
$1.47M -$10.2K -40 -0.7%
MWP
2950
Moller Wealth Partners
$1.47M +$647K +2,539 +74%

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.