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JPMorgan Chase

4,667 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, 1,870 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 (+$432M)

0% less funds holding

Funds holding: 4,6684,667 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,870 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,667
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.54%
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
1,870
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
PFSRSONJ
326
Police & Firemen's Retirement System of New Jersey
New Jersey
$100M +$34.7K +136 +0%
ESBC
327
E.S. Barr & Co
Kentucky
$99.9M -$5.8M -22,746 -5%
GPA
328
Guidance Point Advisors
Massachusetts
$98.4M -$3.57K -14 -0%
HR
329
Hardy Reed
Mississippi
$98.3M -$62K -243 -0.1%
ABC
330
Associated Banc-Corp
Wisconsin
$98.2M +$3.97M +15,580 +4%
OC
331
Oppenheimer & Co
New York
$97.6M +$8.36M +32,782 +9%
AWM
332
AE Wealth Management
Kansas
$97.5M +$4.22M +16,541 +4%
AAB
333
ABN AMRO Bank
Netherlands
$96.1M -$21M -82,549 -17%
TH
334
TCTC Holdings
Texas
$95.3M -$97.9K -384 -0.1%
HPC
335
HM Payson & Co
Maine
$93.7M +$12.9M +50,664 +15%
YCM
336
Yousif Capital Management
Michigan
$93.7M -$1.94M -7,599 -2%
CAM
337
Cresset Asset Management
Illinois
$93.6M -$6.98M -27,361 -7%
VMPIC
338
Varma Mutual Pension Insurance Co
Finland
$92.8M -$10.9M -42,600 -10%
CFB
339
Cullen/Frost Bankers
Texas
$92.6M -$3.87M -15,175 -4%
BCM
340
Becker Capital Management
Oregon
$92.6M -$1.89M -7,426 -2%
BPA
341
Beacon Pointe Advisors
California
$92.6M -$3.34M -13,085 -3%
SI
342
Stephens Inc
Arkansas
$92.1M -$799K -3,135 -0.8%
CIC
343
Carnegie Investment Counsel
Ohio
$91.8M +$17.1M +66,905 +19%
NYLIM
344
New York Life Investment Management
New York
$91.7M -$981K -3,846 -1%
BTCPP
345
Border to Coast Pensions Partnership
United Kingdom
$91.7M
Parnassus Investments
346
Parnassus Investments
California
$91.7M +$95.3M +373,822 New
AIM
347
Achmea Investment Management
Netherlands
$91.2M +$16.8M +66,028 +22%
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$91.1M +$907K +3,558 +1%
UCFA
349
United Capital Financial Advisors
Texas
$90.9M -$1.87M -7,334 -2%
Millennium Management
350
Millennium Management
New York
$90.7M -$333M -1,305,183 -78%

JPM Hedge Fund Activity: Q1 2025 in Review

4,667 of the 7,462 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 1,870 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.

  • 4,667 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,668 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.