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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 (+$436M)

0% more funds holding

Funds holding: 4,6694,669 (0)

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
Holders Change %
0%
% 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
1W
3376
1776 Wealth
Georgia
$896K +$510 +2 +0.1%
NI
3377
NCP Inc
California
$893K
EMAM
3378
Encompass More Asset Management
California
$893K +$126K +493 +16%
AC
3379
ASB Consultores
Florida
$893K -$1.06M -4,171 -53%
SIM
3380
SSI Investment Management
California
$893K -$510 -2 -0.1%
FWI
3381
Facet Wealth Inc
Maryland
$892K +$116K +455 +15%
VBA
3382
von Borstel & Associates
Oregon
$891K -$8.41K -33 -0.9%
MC
3383
McCarthy & Cox
Ohio
$891K -$26K -102 -3%
VCP
3384
Vista Capital Partners
Oregon
$889K +$55.8K +219 +6%
JF
3385
Joule Financial
Kentucky
$889K +$6.37K +25 +0.7%
GFWA
3386
Grey Fox Wealth Advisors
Delaware
$888K +$25.2K +99 +3%
FWA
3387
Flagship Wealth Advisors
Massachusetts
$886K
GC
3388
GFG Capital
Florida
$883K -$43.6K -171 -5%
MFG
3389
Mission Financial Group
Nevada
$882K +$765K +2,999 New
MCA
3390
Millennium Capital Advisors
Arkansas
$882K
SI
3391
Stonekeep Investments
New Mexico
$881K +$4.33K +17 +0.5%
GCP
3392
GSA Capital Partners
United Kingdom
$879K -$1.04M -4,082 -53%
IWP
3393
Invenio Wealth Partners
Florida
$879K +$41.6K +163 +5%
MCM
3394
Magnolia Capital Management
New York
$877K
TWM
3395
TCFG Wealth Management
California
$877K -$6.37K -25 -0.7%
CCP
3396
Carmel Capital Partners
California
$874K +$4.08K +16 +0.5%
AWS
3397
Arkfeld Wealth Strategies
Nebraska
$873K +$6.37K +25 +0.7%
SAM
3398
Strive Asset Management
Ohio
$872K +$66.5K +261 +8%
PWA
3399
Provenance Wealth Advisors
Florida
$869K -$1.22M -4,775 -57%
BRWM
3400
Blue Rock Wealth Management
North Carolina
$869K +$907K +3,559 New

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, unchanged from 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.