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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
KWM
3076
Kingsman Wealth Management
Florida
$1.27M +$1.32M +5,192 New
PW
3077
Pandora Wealth
Illinois
$1.27M +$1.32M +5,187 New
CSI
3078
Cross Staff Investments
New York
$1.27M -$9.94K -39 -0.7%
HA
3079
Hofer & Associates
California
$1.27M +$41K +161 +3%
SM
3080
Salzhauer Michael
$1.27M
MHC
3081
May Hill Capital
Massachusetts
$1.27M +$32.1K +126 +3%
CA
3082
Centerpoint Advisors
Massachusetts
$1.26M
FPL
3083
Fortress Private Ledger
North Carolina
$1.26M +$117K +460 +10%
AWM
3084
Activest Wealth Management
Florida
$1.26M +$99.9K +392 +8%
SIG
3085
Spinnaker Investment Group
California
$1.26M +$18.4K +72 +1%
APWA
3086
Atlas Private Wealth Advisors
New Jersey
$1.26M +$72.9K +286 +6%
FWA
3087
FORM Wealth Advisors
Wisconsin
$1.25M +$1.3M +5,115 New
HIG
3088
Heritage Investment Group
Florida
$1.25M +$97.1K +381 +8%
FB
3089
First Bancorp
Maine
$1.25M +$765 +3 +0.1%
AFM
3090
Armstrong Fleming & Moore
District of Columbia
$1.24M -$1.34M -5,248 -51%
PAA
3091
Peregrine Asset Advisers
Oregon
$1.24M -$92.3K -362 -7%
SC
3092
Steph & Co
Wisconsin
$1.24M -$39.5K -155 -3%
MA
3093
Maxele Advisors
Missouri
$1.24M +$84.1K +330 +7%
BAM
3094
Beaumont Asset Management
Texas
$1.24M +$10.5K +41 +0.8%
WH
3095
Willner & Heller
California
$1.23M -$2.55K -10 -0.2%
AIP
3096
Almanack Investment Partners
Pennsylvania
$1.23M -$29.1K -114 -2%
PA
3097
PFW Advisors
Georgia
$1.23M -$510 -2 -0%
GC
3098
Garde Capital
Washington
$1.23M -$255 -1 -0%
BWM
3099
Baron Wealth Management
Michigan
$1.23M -$69.1K -271 -5%
SL
3100
Salomon & Ludwin
Virginia
$1.23M +$546K +2,140 +75%

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.