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JPMorgan Chase

4,667 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, 1,870 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 (+$432M)

0% less funds holding

Funds holding: 4,6684,667 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,870 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,667
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.54%
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
1,870
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
IMPI
301
Ilmarinen Mutual Pension Insurance
Finland
$112M
UIM
302
USS Investment Management
United Kingdom
$111M -$4.59K -18 -0%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$111M +$1.8M +7,077 +2%
WGAM
304
Wilkinson Global Asset Management
New York
$110M -$1.75M -6,879 -2%
SLAM
305
Swiss Life Asset Management
$110M +$5.4M +21,195 +5%
ACM
306
Advisors Capital Management
New Jersey
$109M +$675K +2,647 +0.6%
SCA
307
STALEY CAPITAL ADVISERS
Pennsylvania
$109M -$5.86M -22,979 -5%
PA
308
Pinnacle Associates
New York
$109M -$906K -3,553 -0.8%
FCI
309
Financial Counselors Inc
Kansas
$108M -$6.56M -25,713 -6%
GLF
310
Groupe la Francaise
France
$108M +$17.8M +69,882 +19%
UB
311
UMB Bank
Missouri
$107M -$10.8M -42,405 -9%
Mawer Investment Management
312
Mawer Investment Management
Alberta, Canada
$106M -$2.77M -10,884 -2%
Man Group
313
Man Group
United Kingdom
$105M +$34.1M +133,571 +45%
MCM
314
MAI Capital Management
Ohio
$105M +$5.4M +21,192 +5%
RWP
315
RWA Wealth Partners
Massachusetts
$105M -$2.41M -9,472 -2%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$105M +$10.4M +40,900 +11%
EB
317
Eastern Bank
Massachusetts
$105M -$7.2M -28,224 -6%
NW
318
NewEdge Wealth
Pennsylvania
$104M +$4.1M +16,100 +4%
Lido Advisors
319
Lido Advisors
California
$103M +$21.6M +84,662 +25%
BMO
320
Beck Mack & Oliver
New York
$103M -$2.07M -8,111 -2%
WIM
321
Waverton Investment Management
United Kingdom
$103M +$4.14M +16,236 +4%
X
322
Xponance
Pennsylvania
$102M -$159K -624 -0.1%
DADC
323
D.A. Davidson & Co
Montana
$102M +$1.87M +7,337 +2%
Acadian Asset Management
324
Acadian Asset Management
Massachusetts
$101M +$10.4M +40,748 +11%
GT
325
Glenview Trust
Kentucky
$101M -$1.35M -5,276 -1%

JPM Hedge Fund Activity: Q1 2025 in Review

4,667 of the 7,462 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 1,870 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.

  • 4,667 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,668 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.