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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
HFA
3201
Highland Financial Advisors
New Jersey
$1.11M -$702K -2,754 -38%
SDAM
3202
Shulman DeMeo Asset Management
New York
$1.1M +$510 +2 +0%
RG
3203
Renaissance Group
Kentucky
$1.1M -$89K -349 -7%
WRPWM
3204
Werba Rubin Papier Wealth Management
California
$1.1M -$32.9K -129 -3%
GOCP
3205
Great Oak Capital Partners
Massachusetts
$1.1M
EIA
3206
Eldridge Investment Advisors
New Hampshire
$1.1M -$40K -157 -3%
MIM
3207
Merrion Investment Management
New Jersey
$1.1M -$44.6K -175 -4%
CWM
3208
Challenger Wealth Management
California
$1.09M +$135K +528 +13%
WA
3209
Westfuller Advisors
New York
$1.09M +$5.35K +21 +0.5%
ABLA
3210
Alan B. Lancz & Associates
Ohio
$1.09M -$191K -750 -14%
BSTWA
3211
Blake Schutter Theil Wealth Advisors
Ohio
$1.09M -$226K -885 -17%
FNC
3212
First National Corp
Massachusetts
$1.09M +$58.4K +229 +5%
WA
3213
Wambolt & Associates
Colorado
$1.09M -$258K -1,013 -19%
TA
3214
TPG Advisors
Illinois
$1.09M +$765 +3 +0.1%
GFM
3215
GF Fund Management
China
$1.09M +$1.01M +3,953 +832%
IWA
3216
Inspirion Wealth Advisors
Illinois
$1.08M +$383K +1,504 +52%
BDA
3217
Borer Denton & Associates
Pennsylvania
$1.08M +$25.5K +100 +2%
EAM
3218
Evanson Asset Management
California
$1.08M -$262K -1,027 -19%
CCA
3219
Clearwater Capital Advisors
Illinois
$1.08M +$22.9K +90 +2%
FC
3220
FCA Corp
Texas
$1.08M -$10.7K -42 -0.9%
AIM
3221
Advyzon Investment Management
Illinois
$1.08M -$53K -208 -5%
BP
3222
BWM Planning
Texas
$1.08M +$255 +1 +0%
AT
3223
Avalon Trust
New Mexico
$1.07M -$26.5K -104 -2%
CFLC
3224
California First Leasing Corp
California
$1.07M
BFA
3225
Buttonwood Financial Advisors
Maryland
$1.07M -$58.4K -229 -5%

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.