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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
RIA
2951
Realta Investment Advisors
Delaware
$1.47M +$38.2K +150 +3%
HPBT
2952
Hickory Point Bank & Trust
Illinois
$1.46M +$182K +714 +14%
YAVAPFMC
2953
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.46M +$1.52M +5,960 New
RFW
2954
Rainier Family Wealth
Washington
$1.46M -$19.6K -77 -1%
AFT
2955
Alpha Family Trust
California
$1.46M
SFP
2956
Sandbox Financial Partners
Maryland
$1.46M +$68.1K +267 +5%
NCTC
2957
New Covenant Trust Company
Indiana
$1.46M -$62.7K -246 -4%
BW
2958
BXM Wealth
Colorado
$1.46M +$62.5K +245 +4%
GIP
2959
Greatmark Investment Partners
Georgia
$1.46M -$57.4K -225 -4%
MHR
2960
Matthew Hamilton Rosenberg
$1.46M +$52.5K +206 +4%
IC
2961
Iconiq Capital
California
$1.46M +$3.06K +12 +0.2%
FC
2962
Fjell Capital
North Dakota
$1.46M +$41.6K +163 +3%
NFSG
2963
Newbridge Financial Services Group
Florida
$1.45M -$3.82K -15 -0.3%
BCM
2964
Beaumont Capital Management
Massachusetts
$1.45M +$1.5M +5,900 New
GHA
2965
Granite Harbor Advisors
Texas
$1.45M +$87.2K +342 +6%
DWM
2966
Dogwood Wealth Management
Kansas
$1.44M +$44.4K +174 +3%
LIM
2967
Longfellow Investment Management
Massachusetts
$1.44M +$271K +1,063 +22%
NFG
2968
Nadler Financial Group
Illinois
$1.44M +$35.7K +140 +2%
ITFISA
2969
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.44M +$894K +3,506 +149%
GITFIT
2970
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.44M
CCA
2971
Carrera Capital Advisors
Michigan
$1.43M +$266K +1,045 +22%
SWM
2972
Shakespeare Wealth Management
Wisconsin
$1.43M -$96.4K -378 -6%
CICI
2973
Capital Investment Counsel Inc
North Carolina
$1.42M +$48.4K +190 +3%
NPFS
2974
Novak & Powell Financial Services
Florida
$1.42M -$14.3K -56 -1%
RB
2975
Renasant Bank
Mississippi
$1.41M +$107K +420 +8%

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.