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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
SGWM
3301
Sterling Group Wealth Management
California
$977K +$255 +1 +0%
GWAG
3302
Garrett Wealth Advisory Group
Texas
$975K +$177K +696 +21%
VF
3303
Vawter Financial
Ohio
$974K +$10.5K +41 +1%
MWM
3304
Maltin Wealth Management
New Jersey
$974K +$47.2K +185 +5%
BC
3305
BIT Capital
Germany
$973K +$337K +1,323 +50%
CMAI
3306
Capital Management Associates Inc
Minnesota
$968K +$96.6K +379 +11%
GF
3307
GGM Financials
Ohio
$968K -$57.6K -226 -5%
WSWA
3308
Warren Street Wealth Advisors
California
$967K +$21.4K +84 +2%
TSS
3309
Thomas Story & Son
Indiana
$966K
FFL
3310
Future Fund LLC
Illinois
$965K +$1M +3,933 New
CFO
3311
Collective Family Office
Pennsylvania
$964K -$67.8K -266 -6%
TIM
3312
Total Investment Management
Arizona
$963K +$765 +3 +0.1%
MWS
3313
MFA Wealth Services
California
$962K -$51.8K -203 -5%
EWA
3314
ERTS Wealth Advisors
Michigan
$962K -$35.2K -138 -3%
CIS
3315
Custom Index Systems
New York
$960K -$25.5K -100 -2%
PWM
3316
Partners Wealth Management
California
$960K -$34.7K -136 -3%
AWM
3317
Atticus Wealth Management
Florida
$957K +$51K +200 +5%
TFGT
3318
TS Financial Group (TSFG)
Illinois
$956K +$66K +259 +7%
PRP
3319
Peak Retirement Planning
Ohio
$956K -$2.43M -9,537 -71%
AFW
3320
Avantra Family Wealth
Pennsylvania
$955K -$6.12K -24 -0.6%
CIA
3321
Cape Investment Advisory
Georgia
$955K -$2.04K -8 -0.2%
EI
3322
Ecofi Investissements
France
$954K -$12.7K -50 -1%
CWA
3323
CJM Wealth Advisers
Virginia
$953K -$17.8K -70 -2%
EI
3324
Ellevest Inc
New York
$953K +$24.2K +95 +3%
AHL
3325
Abel Hall LLC
Louisiana
$953K -$238K -935 -19%

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.