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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
BPFA
2976
Barnes Pettey Financial Advisors
Mississippi
$1.41M -$15.3K -60 -1%
BSG
2977
Black Swift Group
Colorado
$1.41M +$10.2K +40 +0.7%
GDCM
2978
Galaxy Digital Capital Management
New York
$1.41M -$2.58M -10,116 -64%
PIMG
2979
Patriot Investment Management Group
Tennessee
$1.41M
CG
2980
Clifford Group
Massachusetts
$1.41M +$11.7K +46 +0.8%
HCA
2981
Heck Capital Advisors
Wisconsin
$1.41M +$717K +2,813 +96%
WMWM
2982
Wilkins Miller Wealth Management
Alabama
$1.41M +$5.1K +20 +0.4%
PCM
2983
Park Capital Management
Wisconsin
$1.4M +$49.5K +194 +4%
VFPW
2984
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.4M +$38K +149 +3%
RBWA
2985
RFG - Bristol Wealth Advisors
Massachusetts
$1.4M +$40.8K +160 +3%
DM
2986
Delphi Management
Massachusetts
$1.4M -$219K -860 -13%
SFG
2987
Sunburst Financial Group
Alabama
$1.4M -$15K -59 -1%
DIP
2988
Davis Investment Partners
North Carolina
$1.4M
CBUSF
2989
Construction & Building Unions Superannuation Fund
Australia
$1.4M -$25.5K -100 -2%
LJHT
2990
Laurie J. Hall Trustee
$1.4M -$324K -1,270 -18%
SMWM
2991
Silvia McColl Wealth Management
California
$1.4M +$7.14K +28 +0.5%
WA
2992
WealthTrust Axiom
Pennsylvania
$1.39M -$15.8K -62 -1%
RCA
2993
Roberts Capital Advisors
Colorado
$1.39M
GPWA
2994
Great Point Wealth Advisors
Massachusetts
$1.39M -$37.5K -147 -3%
EFA
2995
Evernest Financial Advisors
Indiana
$1.39M +$63.5K +249 +5%
BWA
2996
Brave Warrior Advisors
New York
$1.38M
IPAM
2997
Investment Partners Asset Management
New Jersey
$1.38M +$26.5K +104 +2%
A
2998
AlphaQuest
New York
$1.38M +$1.44M +5,633 New
WWC
2999
Waypoint Wealth Counsel
Georgia
$1.38M -$434K -1,703 -23%
LAI
3000
Legal Advantage Investments
California
$1.37M -$12.7K -50 -0.9%

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.