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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
GG
3401
GenWealth Group
New Jersey
$866K -$63.5K -249 -7%
FFG
3402
Fiduciary Financial Group
California
$866K +$194K +762 +25%
Fuller & Thaler Asset Management
3403
Fuller & Thaler Asset Management
California
$866K
GWM
3404
Glass Wealth Management
Texas
$865K
JSC
3405
Jackson Square Capital
California
$864K +$898K +3,524 New
OAM
3406
Oberweis Asset Management
Illinois
$863K +$510 +2 +0.1%
MWM
3407
MBE Wealth Management
Wisconsin
$862K +$230K +903 +35%
RW
3408
Rede Wealth
Virginia
$861K -$13.5K -53 -1%
HC
3409
Hourglass Capital
Texas
$860K -$58.4K -229 -6%
CIA
3410
Compass Ion Advisors
Pennsylvania
$860K +$82.9K +325 +10%
OP
3411
ORG Partners
Indiana
$859K -$2.61M -10,251 -74%
FCM
3412
Firestone Capital Management
Florida
$858K -$500K -1,960 -36%
WI
3413
WJ Interests
Texas
$858K
NFTC
3414
North Forty Two & Co
Oregon
$858K +$4.84K +19 +0.5%
WCP
3415
Wealthcare Capital Partners
Pennsylvania
$854K +$29.3K +115 +3%
WIM
3416
Warwick Investment Management
Texas
$853K +$95.9K +376 +12%
MF
3417
Montis Financial
Massachusetts
$853K -$23.5K -92 -3%
BFS
3418
BridgePort Financial Solutions
Iowa
$853K +$29.1K +114 +3%
SC
3419
Sierra Capital
Florida
$851K -$32.4K -127 -4%
WF
3420
Whelan Financial
California
$851K +$48.9K +192 +6%
GFG
3421
Greenberg Financial Group
Arizona
$850K +$737K +2,889 New
PCM
3422
Prelude Capital Management
New York
$849K -$216K -847 -20%
LFS
3423
Legacy Financial Strategies
Kansas
$848K -$21.9K -86 -2%
CJL
3424
Cyrus J. Lawrence
New York
$847K -$13.7M -53,892 -94%
RA
3425
Rise Advisors
New York
$847K +$49.7K +195 +6%

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.