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 (+$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
PCFFS
3451
Pacific Center for Financial Services
California
$823K +$765 +3 +0.1%
LWM
3452
LongView Wealth Management
Georgia
$822K -$57.4K -225 -6%
VW
3453
Vance Wealth
California
$822K +$117K +459 +16%
FPF
3454
First Pacific Financial
Washington
$822K +$75.7K +297 +10%
PA
3455
Persium Advisors
Georgia
$821K -$30.3K -119 -3%
ACM
3456
AUA Capital Management
Pennsylvania
$820K
OA
3457
Operose Advisors
Wisconsin
$818K +$158K +621 +23%
CHP
3458
Cable Hill Partners
Oregon
$818K +$148K +580 +21%
TA
3459
TCM Advisors
West Virginia
$816K
MAG
3460
MRA Advisory Group
New Jersey
$814K -$285K -1,116 -25%
MSWMA
3461
Market Street Wealth Management Advisors
Indiana
$814K +$65.3K +256 +8%
IF
3462
Integrity Financial
Wyoming
$813K +$132K +516 +18%
ACA
3463
Ackerman Capital Advisors
Texas
$811K +$45.6K +179 +6%
RWM
3464
RBA Wealth Management
California
$811K -$35.7K -140 -4%
AWM
3465
Abound Wealth Management
Tennessee
$811K -$1.27K -5 -0.2%
ADBIC
3466
A.D. Beadell Investment Counsel
Wisconsin
$810K -$97.6K -383 -10%
FAM
3467
Fairtree Asset Management
South Africa
$808K +$840K +3,293 New
FCT
3468
First Community Trust
Iowa
$808K -$8.92K -35 -1%
CA
3469
Capital Advantage
California
$807K
EWP
3470
Elevation Wealth Partners
California
$806K -$3.31K -13 -0.4%
CIA
3471
Cascade Investment Advisors
Oregon
$805K -$44.6K -175 -5%
MAM
3472
Mullooly Asset Management
New Jersey
$805K +$837K +3,283 New
OWA
3473
Outlook Wealth Advisors
Texas
$805K -$27K -106 -3%
CFG
3474
Copley Financial Group
California
$804K +$34.7K +136 +4%
DBRC
3475
D.B. Root & Company
Pennsylvania
$804K +$14K +55 +2%

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.