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
BA
3251
Bluesphere Advisors
Pennsylvania
$1.03M -$473K -1,857 -31%
LA
3252
Lifeworks Advisors
Michigan
$1.03M +$41.6K +163 +4%
RHDIC
3253
R.H. Dinel Investment Counsel
California
$1.03M
RCM
3254
Requisite Capital Management
Texas
$1.03M -$133K -522 -11%
WA1
3255
Wimmer Associates 1
California
$1.03M -$49.5K -194 -5%
RIS
3256
Retirement Income Solutions
Michigan
$1.03M
TFG
3257
Taylor Financial Group
Virginia
$1.03M +$38.5K +151 +4%
KWM
3258
Keebeck Wealth Management
Illinois
$1.03M +$86.9K +341 +9%
LK
3259
Lumbard & Kellner
New Hampshire
$1.03M -$19.9K -78 -2%
DMBA
3260
Deseret Mutual Benefit Administrators
Utah
$1.03M -$85.7K -336 -7%
HI
3261
Humankind Investments
New York
$1.03M -$67.3K -264 -6%
CCM
3262
CAAS Capital Management
New York
$1.02M -$90.8K -356 -8%
SAM
3263
S.A. Mason
Michigan
$1.02M
HFS
3264
Hopwood Financial Services
Virginia
$1.02M +$765 +3 +0.1%
LC
3265
Landaas & Company
Wisconsin
$1.02M +$765 +3 +0.1%
1C
3266
111 Capital
France
$1.02M +$1.06M +4,155 New
WFA
3267
Wellspring Financial Advisors
Ohio
$1.02M +$37.2K +146 +4%
BFWA
3268
Benchmark Financial Wealth Advisors
Florida
$1.02M +$74.4K +292 +8%
CSWG
3269
Cardinal Strategic Wealth Guidance
Kentucky
$1.01M -$432K -1,694 -29%
ACA
3270
Affinity Capital Advisors
California
$1.01M +$61.7K +242 +6%
AWM
3271
Accredited Wealth Management
Kentucky
$1.01M +$206K +808 +24%
TFCP
3272
Twin Focus Capital Partners
Massachusetts
$1.01M
ONST
3273
Old North State Trust
North Carolina
$1.01M
TIM
3274
Tevis Investment Management
Texas
$1.01M
EWM
3275
Elevatus Welath Management
New York
$1.01M -$216K -846 -17%

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.