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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
USWIA
3126
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.2M -$24.2K -95 -2%
PGF
3127
Plan Group Financial
Oklahoma
$1.2M +$755K +2,960 +152%
GAA
3128
Guardian Asset Advisors
Pennsylvania
$1.2M +$17.6K +69 +1%
APW
3129
Aurora Private Wealth
New Jersey
$1.2M -$44.1K -173 -3%
STA
3130
Smith Thornton Advisors
Alabama
$1.2M +$5.61K +22 +0.5%
CC
3131
Copperleaf Capital
North Carolina
$1.2M +$773K +3,031 +163%
Harris Associates
3132
Harris Associates
Illinois
$1.2M +$12.5K +49 +1%
SI
3133
Seeds Investor
New York
$1.2M -$200K -784 -14%
DWG
3134
Darden Wealth Group
Michigan
$1.2M
MW
3135
Maia Wealth
Colorado
$1.19M +$45.1K +177 +4%
CFA
3136
CWS Financial Advisors
Michigan
$1.19M +$80.3K +315 +7%
HCM
3137
Hutchinson Capital Management
California
$1.19M -$111K -435 -8%
PC
3138
PhiloSmith Capital
Connecticut
$1.19M
CAM
3139
Campion Asset Management
Virginia
$1.19M -$39.5K -155 -3%
PCA
3140
Prosperity Capital Advisors
Ohio
$1.19M +$78.5K +308 +7%
PW
3141
PUREfi Wealth
Massachusetts
$1.19M +$86.4K +339 +8%
HS
3142
Horan Securities
United States
$1.19M -$88.2K -346 -7%
THCM
3143
Taylor Hoffman Capital Management
Virginia
$1.18M -$10.2K -40 -0.8%
MWM
3144
Maripau Wealth Management
Indiana
$1.18M +$141K +554 +13%
WF
3145
Wayfinding Financial
Washington
$1.18M -$40.3K -158 -3%
WAM
3146
Weinberger Asset Management
California
$1.18M -$5.35K -21 -0.4%
PIM
3147
Profit Investment Management
Maryland
$1.18M -$310K -1,215 -20%
SFG
3148
Seamount Financial Group
Colorado
$1.18M -$10.7K -42 -0.9%
LCG
3149
Lakeshore Capital Group
Illinois
$1.18M +$10.5K +41 +0.9%
PPW
3150
Pasadena Private Wealth
California
$1.18M +$385K +1,511 +46%

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.