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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
SWM
3001
Sendero Wealth Management
Texas
$1.37M -$29.8K -117 -2%
SFWC
3002
Strategic Family Wealth Counselors
New Jersey
$1.37M +$55.8K +219 +4%
AGC
3003
Aspen Grove Capital
Colorado
$1.37M +$85.2K +334 +6%
CG
3004
Clarus Group
Texas
$1.37M -$729K -2,860 -34%
SFB
3005
STAR Financial Bank
Indiana
$1.37M -$21.4K -84 -1%
NFA
3006
Northwest Financial Advisors
Virginia
$1.37M -$40.3K -158 -3%
DCM
3007
Driehaus Capital Management
Illinois
$1.37M -$17.8K -70 -1%
BF
3008
Baring Financial
Washington
$1.36M -$11K -43 -0.8%
FC
3009
Financial Council
Maryland
$1.36M -$13.5K -53 -0.9%
BWA
3010
Burt Wealth Advisors
Maryland
$1.36M +$56.1K +220 +4%
EW
3011
Element Wealth
Mississippi
$1.36M -$43.3K -170 -3%
YIM
3012
Yoffe Investment Management
Pennsylvania
$1.36M +$1.27K +5 +0.1%
UIM
3013
Unified Investment Management
Georgia
$1.36M -$303K -1,187 -18%
SPWM
3014
Spartan Planning & Wealth Management
North Carolina
$1.36M -$48.2K -189 -3%
SI
3015
Severin Investments
Missouri
$1.36M -$341K -1,339 -19%
CA
3016
Cambridge Advisors
Nebraska
$1.36M
ATFA
3017
All Terrain Financial Advisors
Minnesota
$1.36M -$2.55M -9,997 -64%
PWAC
3018
Private Wealth Advisors (California)
California
$1.35M +$3.31K +13 +0.2%
CPA
3019
Cardiff Park Advisors
California
$1.35M -$8.16K -32 -0.6%
PWM
3020
PBMares Wealth Management
Virginia
$1.35M -$449K -1,760 -24%
HAI
3021
Hennessy Advisors Inc
California
$1.35M -$7.72M -30,300 -85%
USGIU
3022
U.S. Global Investors (USGI)
Texas
$1.35M +$1.4M +5,500 New
GC
3023
GatePass Capital
Ohio
$1.35M +$1.13M +4,449 +424%
CIG
3024
Cascade Investment Group
Colorado
$1.35M -$65.8K -258 -4%
LPAM
3025
Lodestar Private Asset Management
California
$1.35M

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.