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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
RWI
3151
Red Wave Investments
Pennsylvania
$1.17M +$255 +1 +0%
ACP
3152
Aveo Capital Partners
Colorado
$1.17M -$588K -2,307 -33%
TCM
3153
Towercrest Capital Management
Pennsylvania
$1.17M -$1.19M -4,680 -49%
APC
3154
Aspire Private Capital
North Carolina
$1.17M +$29.8K +117 +3%
TF
3155
Trek Financial
Arizona
$1.17M +$129K +506 +12%
FP
3156
Fiduciary Planning
Florida
$1.17M +$26K +102 +2%
VAMG
3157
Voisard Asset Management Group
Michigan
$1.17M -$1.02K -4 -0.1%
AWMG
3158
Alliance Wealth Management Group
New Jersey
$1.16M -$91.3K -358 -7%
ATS
3159
Ashton Thomas Securities
New York
$1.16M -$924K -3,623 -43%
IFU
3160
iSAM Funds (UK)
United Kingdom
$1.16M +$1.21M +4,740 New
SWM
3161
Shelton Wealth Management
Texas
$1.16M -$68.1K -267 -5%
EA
3162
Enclave Advisors
Texas
$1.16M +$6.37K +25 +0.5%
SXL
3163
Summit X LLC
Missouri
$1.16M +$14.8K +58 +1%
AMCA
3164
Arthur M. Cohen & Associates
Illinois
$1.16M +$1.27K +5 +0.1%
NWM
3165
Nova Wealth Management
Florida
$1.16M -$36.5K -143 -3%
FPW
3166
Fairvoy Private Wealth
Alabama
$1.16M -$1.78K -7 -0.1%
CastleKeep Investment Advisors
3167
CastleKeep Investment Advisors
Connecticut
$1.15M -$148K -579 -11%
CP
3168
Camelot Portfolios
Ohio
$1.15M +$1.2M +4,696 New
IAG
3169
Investment Advisory Group
Massachusetts
$1.15M +$18.9K +74 +2%
GSF
3170
Grove Street Fiduciary
New Hampshire
$1.15M
WWMSC
3171
Wagner Wealth Management (South Carolina)
South Carolina
$1.15M +$8.16K +32 +0.7%
SWP
3172
Summit Wealth Partners
Florida
$1.14M +$13.5K +53 +1%
BW
3173
BIP Wealth
Georgia
$1.14M -$6.63K -26 -0.6%
SCM
3174
SKBA Capital Management
California
$1.14M
KW
3175
Keyvantage Wealth
Pennsylvania
$1.14M -$104K -408 -8%

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.