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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
HP
3101
Holowesko Partners
Bahamas
$1.23M -$3.42M -13,400 -73%
GA
3102
Greenhaven Associates
New York
$1.23M
JC
3103
JBF Capital
Colorado
$1.23M
HFA
3104
Harbert Fund Advisors
Alabama
$1.23M +$255K +1,000 +25%
NED
3105
Nancy E. Dempze
$1.23M -$5.1K -20 -0.4%
CF
3106
Copperwynd Financial
Arizona
$1.23M -$203K -798 -14%
PW
3107
Paladin Wealth
Minnesota
$1.22M +$69.6K +273 +6%
V
3108
ViaWealth
Kansas
$1.22M +$1.27K +5 +0.1%
WC
3109
Westhampton Capital
North Carolina
$1.22M
MG
3110
McHugh Group
Ohio
$1.22M
OPW
3111
Oxler Private Wealth
New York
$1.22M -$111K -434 -8%
LRWM
3112
Lord & Richards Wealth Management
Colorado
$1.22M +$538K +2,111 +74%
IA
3113
Insight Advisors
Pennsylvania
$1.22M +$59.9K +235 +5%
BIMC
3114
Benson Investment Management Company
Virginia
$1.21M
JCM
3115
Jacobsen Capital Management
Utah
$1.21M +$41.8K +164 +3%
S
3116
Sachetta
Massachusetts
$1.21M -$107K -418 -8%
SPL
3117
Smart Portfolios LLC
Washington
$1.21M -$10.2K -40 -0.8%
BIG
3118
Brookwood Investment Group
Arizona
$1.21M +$1.26M +4,938 New
SPP
3119
Single Point Partners
Massachusetts
$1.21M +$427K +1,673 +51%
ML
3120
McAdam LLC
Pennsylvania
$1.21M +$34.4K +135 +3%
CFD
3121
Creative Financial Designs
Indiana
$1.21M -$6.63K -26 -0.5%
RFS
3122
Richardson Financial Services
Massachusetts
$1.21M -$7.65K -30 -0.6%
WAM
3123
Wallington Asset Management
Indiana
$1.21M
TA
3124
TrueWealth Advisors
Alabama
$1.21M -$43.3K -170 -3%
ECM
3125
Elgethun Capital Management
South Dakota
$1.21M +$50.5K +198 +4%

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.