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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
HP
3226
Holistic Planning
Texas
$1.07M -$255 -1 -0%
CCB
3227
Cutter & Co Brokerage
Missouri
$1.07M +$9.69K +38 +0.9%
MCM
3228
McDonough Capital Management
Florida
$1.07M +$69.1K +271 +7%
WAM
3229
WNY Asset Management
New York
$1.06M -$41.8K -164 -4%
HW
3230
Hamilton Wealth
California
$1.06M -$57.4K -225 -5%
PAWA
3231
Palo Alto Wealth Advisors
California
$1.06M +$126K +494 +14%
CFAM
3232
Center For Asset Management
Florida
$1.06M -$3.57K -14 -0.3%
LGG
3233
Luts & Greenleigh Group
Maryland
$1.06M -$41.3K -162 -4%
Optiver Holding
3234
Optiver Holding
Netherlands
$1.06M -$530K -2,078 -32%
CWG
3235
Crown Wealth Group
North Carolina
$1.06M +$56.6K +222 +5%
IAP
3236
Indie Asset Partners
Indiana
$1.06M -$522K -2,047 -32%
EHAMIA
3237
EAGLE HARBOR ASSET MANAGEMENT INC /ADV
Washington
$1.06M -$74.2K -291 -6%
Fiera Capital (Canada)
3238
Fiera Capital (Canada)
Quebec, Canada
$1.06M
CMTU
3239
Capital Markets Trading (UK)
United Kingdom
$1.05M +$1.09M +4,291 New
GAM
3240
Gemmer Asset Management
California
$1.05M -$24.7K -97 -2%
WCM
3241
Wedge Capital Management
North Carolina
$1.05M -$23.5K -92 -2%
PA
3242
PSI Advisors
Florida
$1.05M -$68.6K -269 -6%
ACM
3243
Aspen Capital Management
Idaho
$1.05M +$1.09M +4,280 New
WA
3244
Wealthstream Advisors
New York
$1.05M -$24.5K -96 -2%
SIAG
3245
Safeguard Investment Advisory Group
California
$1.05M +$323K +1,268 +42%
BFF
3246
Byrne Financial Freedom
Massachusetts
$1.05M +$25.7K +101 +2%
RGC
3247
Roberts, Glore & Co
Illinois
$1.04M -$1.78K -7 -0.2%
NVIM
3248
New Vernon Investment Management
Illinois
$1.04M -$27.7M -108,476 -96%
NRI
3249
NFP Retirement Inc
California
$1.04M +$45.1K +177 +4%
BW
3250
Blalock Williams
Alabama
$1.04M -$255 -1 -0%

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.