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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
WCFA
3426
Walkner Condon Financial Advisors
Wisconsin
$846K +$48.2K +189 +6%
ISFAN
3427
Investor's Fiduciary Advisor Network
Washington
$846K -$83.6K -328 -9%
IIM
3428
Illumine Investment Management
Washington
$844K
BWM
3429
BankPlus Wealth Management
Mississippi
$843K -$13.3K -52 -1%
GCL
3430
Gouws Capital LLC
North Carolina
$842K +$493K +1,933 +129%
LRIC
3431
Long Road Investment Counsel
Michigan
$842K +$875K +3,432 New
BCG
3432
Bravias Capital Group
New Jersey
$842K -$215K -845 -20%
PWM
3433
Prosperity Wealth Management
California
$840K
OWA
3434
Opal Wealth Advisors
New York
$837K +$70.4K +276 +9%
QPW
3435
Quantum Private Wealth
Florida
$837K -$68.3K -268 -7%
CCG
3436
Coastwise Capital Group
California
$837K -$741K -2,907 -46%
1WM
3437
1858 Wealth Management
Ohio
$835K -$171K -672 -16%
BAM
3438
Bellevue Asset Management
Washington
$835K -$508K -1,992 -37%
WCWM
3439
Willow Creek Wealth Management
California
$835K +$27.8K +109 +3%
CCG
3440
Catalina Capital Group
California
$833K -$2.69M -10,564 -76%
MCM
3441
Mattern Capital Management
Colorado
$832K +$36.5K +143 +4%
FWP
3442
Firethorn Wealth Partners
Georgia
$832K +$160K +626 +23%
GDP
3443
Great Diamond Partners
Maine
$832K +$9.43K +37 +1%
HWA
3444
Hillcrest Wealth Advisors
New Jersey
$832K -$107K -420 -11%
SAS
3445
Stelac Advisory Services
New York
$830K +$751K +2,945 +677%
BTC
3446
Bank & Trust Company
Illinois
$829K
LFA
3447
Laraway Financial Advisors
Minnesota
$827K
AWM
3448
Altus Wealth Management
Kentucky
$827K +$1.53K +6 +0.2%
PP
3449
Postrock Partners
Oregon
$825K
FA
3450
Forefront Analytics
Pennsylvania
$824K +$3.82K +15 +0.4%

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.