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
HIW
3351
Holos Integrated Wealth
Pennsylvania
$923K
HWM
3352
Howard Wealth Management
Connecticut
$923K -$13.3K -52 -1%
DEM
3353
Disciplined Equity Management
Florida
$923K -$178K -700 -16%
GCM
3354
Galibier Capital Management
Ontario, Canada
$922K -$382K -1,500 -29%
BDLIB
3355
Banque de Luxembourg Investments (BLI)
Luxembourg
$921K +$969K +3,800 New
MAG
3356
Mayfair Advisory Group
Alabama
$917K -$4.59K -18 -0.5%
MAG
3357
M3 Advisory Group
Massachusetts
$917K +$9.43K +37 +1%
CWA
3358
Consilio Wealth Advisors
Washington
$917K +$5.86K +23 +0.6%
KOC
3359
Koss-Olinger Consulting
Florida
$916K +$952K +3,734 New
HAS
3360
Holland Advisory Services
Florida
$912K +$510 +2 +0.1%
KA
3361
KDT Advisors
New York
$911K
DWA
3362
Dougherty Wealth Advisers
Minnesota
$907K
PSCM
3363
Per Stirling Capital Management
Texas
$907K +$3.82K +15 +0.4%
ACA
3364
American Capital Advisory
Idaho
$906K +$48.4K +190 +5%
VWM
3365
Vigilare Wealth Management
Arizona
$906K +$87.7K +344 +10%
WMA
3366
William Mack & Associates
Michigan
$905K +$255 +1 +0%
WAM
3367
WealthTrust Asset Management
Florida
$904K -$49.5K -194 -5%
RRA
3368
Round Rock Advisors
Connecticut
$903K -$188K -736 -17%
SPI
3369
Santori & Peters Inc
Pennsylvania
$901K +$2.29K +9 +0.2%
GW
3370
Griffith & Werner
Georgia
$900K -$12.7K -50 -1%
DPI
3371
Diversified Portfolios Inc
Michigan
$900K -$5.1K -20 -0.5%
BCM
3372
BluePath Capital Management
Georgia
$899K -$722K -2,832 -44%
NC
3373
North Capital
Utah
$899K +$935K +3,666 New
SWP
3374
Semus Wealth Partners
Florida
$899K
TCM
3375
TruNorth Capital Management
Michigan
$898K +$726K +2,847 +351%

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.