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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
PP
3026
Patron Partners
Texas
$1.35M +$105K +410 +8%
ECA
3027
Elevated Capital Advisors
Utah
$1.34M -$114K -446 -8%
CGFA
3028
Colton Groome Financial Advisors
North Carolina
$1.34M -$135K -530 -9%
EWS
3029
Evergreen Wealth Solutions
Pennsylvania
$1.34M -$191K -749 -12%
PFW
3030
Petros Family Wealth
Minnesota
$1.34M +$255 +1 +0%
CCP
3031
Cassia Capital Partners
North Carolina
$1.34M +$22.7K +89 +2%
KHCM
3032
Kirtland Hills Capital Management
Ohio
$1.34M +$357K +1,400 +32%
LAS
3033
LWM Advisory Services
Florida
$1.34M +$4.08K +16 +0.3%
ES
3034
Eagle Strategies
New York
$1.34M +$51.8K +203 +4%
GCM
3035
Gibraltar Capital Management
Oklahoma
$1.34M -$417K -1,635 -23%
4WM
3036
49 Wealth Management
Texas
$1.34M +$187K +734 +16%
SIC
3037
Sage Investment Counsel
Tennessee
$1.34M -$30.6K -120 -2%
FPGK
3038
Financial Partners Group (Kansas)
Kansas
$1.34M +$54.6K +214 +4%
CCA
3039
Cravens & Co Advisors
Tennessee
$1.33M +$27.3K +107 +2%
QC
3040
Quantessence Capital
New York
$1.33M -$1.65M -6,480 -54%
HWM
3041
Horizon Wealth Management
Illinois
$1.33M +$21.2K +83 +2%
OLA
3042
Oliver Luxxe Assets
New Jersey
$1.33M -$1.41M -5,531 -51%
KL
3043
KilterHowling LLC
Colorado
$1.33M +$14.3K +56 +1%
NG
3044
Northstar Group
New York
$1.33M +$8.67K +34 +0.6%
WB
3045
West Bancorporation
Iowa
$1.32M +$24.7K +97 +2%
LWL
3046
Leo Wealth LLC
Texas
$1.32M -$806K -3,163 -37%
FRM
3047
Fox Run Management
Connecticut
$1.32M +$998K +3,914 +265%
OW
3048
Olistico Wealth
Oklahoma
$1.32M -$48.4K -190 -3%
SOW
3049
State of Wyoming
Wyoming
$1.32M -$55.6K -218 -4%
MWM
3050
Manske Wealth Management
Texas
$1.32M +$133K +522 +11%

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.