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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
HA
3276
Helium Advisors
Washington
$1.01M +$2.04K +8 +0.2%
HWM
3277
Hassell Wealth Management
Louisiana
$1.01M +$54.6K +214 +5%
RF
3278
Rossby Financial
Florida
$1.01M +$309K +1,212 +41%
GA
3279
Goldstein Advisors
Wisconsin
$1.01M -$84.4K -331 -7%
HCP
3280
Hardin Capital Partners
South Carolina
$1.01M -$580K -2,275 -36%
SF
3281
Safeguard Financial
Wisconsin
$1.01M +$15K +59 +1%
PC
3282
Port Capital
Illinois
$1.01M -$223K -875 -18%
BOM
3283
Bank of Marin
California
$1.01M -$118K -463 -10%
DWS
3284
Discipline Wealth Solutions
South Carolina
$1M
SAF
3285
Smith Anglin Financial
Texas
$1M +$192K +755 +23%
KWM
3286
Kaydan Wealth Management
Michigan
$1M
NFP
3287
Narus Financial Partners
Utah
$995K +$21.7K +85 +2%
WAG
3288
Wallace Advisory Group
California
$989K -$17.6K -69 -2%
PHIC
3289
Pine Haven Investment Counsel
Massachusetts
$989K -$10.2K -40 -1%
TCM
3290
Tributary Capital Management
Nebraska
$987K -$271K -1,062 -21%
DAM
3291
Doheny Asset Management
California
$987K +$25K +98 +2%
SAM
3292
Secure Asset Management
Michigan
$986K -$2.92M -11,473 -74%
DIA
3293
Davidson Investment Advisors
Montana
$983K -$109K -428 -10%
WA
3294
Win Advisors
Florida
$982K +$1.02M +4,004 New
SC
3295
Summa Corp
Texas
$981K -$33.9K -133 -3%
WDA
3296
Wendell David Associates
New Hampshire
$981K
Cohen & Steers
3297
Cohen & Steers
New York
$981K +$226K +885 +28%
HG
3298
Harbor Group
New Hampshire
$979K +$255 +1 +0%
RW
3299
RVW Wealth
California
$978K +$643K +2,523 +172%
ACM
3300
Ardent Capital Management
Ohio
$978K -$34.2K -134 -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.