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
RPCONE
3176
Retirement Planning Company of New England
Rhode Island
$1.14M +$13.8K +54 +1%
NWA
3177
Navis Wealth Advisors
New York
$1.14M +$575K +2,256 +94%
EL
3178
EWA LLC
Pennsylvania
$1.14M +$45.9K +180 +4%
TFF
3179
The Family Firm
Maryland
$1.14M +$2.55K +10 +0.2%
NIA
3180
NBZ Investment Advisors
Tennessee
$1.14M +$132K +516 +13%
EBSAM
3181
Eubel Brady & Suttman Asset Management
Ohio
$1.14M -$69.1K -271 -6%
MC
3182
Matisse Capital
Oregon
$1.14M +$12.7K +50 +1%
CWA
3183
CM Wealth Advisors
Ohio
$1.14M
PCI
3184
Planning Center Inc
Illinois
$1.13M -$2.8K -11 -0.2%
APW
3185
Aventura Private Wealth
Florida
$1.13M +$81.1K +318 +7%
GSIAS
3186
Garden State Investment Advisory Services
New Jersey
$1.13M +$84.1K +330 +8%
BSHC
3187
Breed's Hill Capital
Massachusetts
$1.13M +$10.7K +42 +0.9%
KBFS
3188
Kohmann Bosshard Financial Services
Ohio
$1.13M +$87.4K +343 +8%
SHFP
3189
Second Half Financial Partners
Florida
$1.13M -$2.2M -8,643 -65%
HSG
3190
Helen Stephens Group
Texas
$1.13M +$17.3K +68 +2%
CWC
3191
Carolinas Wealth Consulting
North Carolina
$1.13M -$221K -868 -16%
AWAP
3192
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.12M -$70.1K -275 -6%
MFG
3193
Mainsail Financial Group
Washington
$1.12M +$44.6K +175 +4%
GTAM
3194
Global Trust Asset Management
Florida
$1.12M -$1.39M -5,448 -54%
OPTFSNA
3195
Old Point Trust & Financial Services N A
Virginia
$1.12M +$15.3K +60 +1%
LRIA
3196
Leonard Rickey Investment Advisors
Washington
$1.12M -$81.1K -318 -6%
CWP
3197
Curated Wealth Partners
California
$1.12M +$93.1K +365 +9%
SPWG
3198
Sage Private Wealth Group
Illinois
$1.12M -$62.5K -245 -5%
AAG
3199
Armstrong Advisory Group
Massachusetts
$1.11M
EFH
3200
Eaton Financial Holdings
Florida
$1.11M +$3.82K +15 +0.3%

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.