We are live on ! Find out more
JPM icon

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
CWM
3051
Centurion Wealth Management
Virginia
$1.32M
GSAM
3052
Grant Street Asset Management
Pennsylvania
$1.31M
TC
3053
Truvestments Capital
Florida
$1.31M +$132K +517 +11%
FFG
3054
Floyd Financial Group
Missouri
$1.31M +$9.18K +36 +0.7%
OFS
3055
Oldfather Financial Services
Nebraska
$1.31M +$2.55K +10 +0.2%
GWP
3056
Gateway Wealth Partners
Wisconsin
$1.31M +$84.1K +330 +7%
VIA
3057
Virtus Investment Advisers
Connecticut
$1.3M +$1.12M +4,397 +478%
PWM
3058
Proathlete Wealth Management
Florida
$1.3M +$27K +106 +2%
MFA
3059
Morling Financial Advisors
California
$1.3M +$866K +3,395 +178%
TA
3060
Tectonic Advisors
Texas
$1.3M +$26K +102 +2%
GL
3061
Gerber LLC
Ohio
$1.3M -$5.1K -20 -0.4%
CAM
3062
Councilmark Asset Management
Tennessee
$1.3M
CNTOF
3063
Canandaigua National Trust of Florida
New York
$1.3M +$39K +153 +3%
KIG
3064
Kennedy Investment Group
New Jersey
$1.3M +$58.4K +229 +5%
QFW
3065
QTR Family Wealth
Florida
$1.29M +$1.34M +5,264 New
SCM
3066
Sterneck Capital Management
Missouri
$1.29M -$9.94K -39 -0.7%
CCAM
3067
Cascades Capital Asset Management
North Carolina
$1.29M +$41K +161 +3%
FSC
3068
Full Sail Capital
Oklahoma
$1.28M +$213K +836 +19%
CPG
3069
Cornerstone Planning Group
New Jersey
$1.28M +$107K +419 +9%
LWM
3070
Lionsbridge Wealth Management
Florida
$1.28M -$284K -1,113 -18%
PA
3071
Probity Advisors
Texas
$1.28M -$55.3K -217 -4%
PAS
3072
PKS Advisory Services
New York
$1.28M +$24.5K +96 +2%
HC
3073
Hara Capital
Washington
$1.28M -$1.4M -5,476 -51%
LA
3074
Latitude Advisors
Florida
$1.28M -$3.57K -14 -0.3%
EBA
3075
Eagle Bay Advisors
New York
$1.27M -$72.7K -285 -5%

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.