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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
IWA
3476
IVC Wealth Advisors
Pennsylvania
$803K -$64.2K -252 -7%
CP
3477
Creekside Partners
California
$800K
PWMAI
3478
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$797K -$25K -98 -3%
PG
3479
Prostatis Group
Maryland
$797K -$110K -433 -12%
HIA
3480
HTG Investment Advisors
Connecticut
$797K -$19.1K -75 -2%
HNWA
3481
Henrickson Nauta Wealth Advisors
Michigan
$796K +$17.6K +69 +2%
VFG
3482
Victory Financial Group
Texas
$795K +$124K +487 +18%
WFPG
3483
Waller Financial Planning Group
Ohio
$795K +$99.4K +390 +14%
CTWM
3484
Cherry Tree Wealth Management
Minnesota
$795K +$18.6K +73 +2%
AZ
3485
Alpha Zero
Florida
$795K +$461K +1,810 +126%
RSWA
3486
Robinson Smith Wealth Advisors
Maine
$792K +$91.8K +360 +13%
ACC
3487
Acorn Creek Capital
Colorado
$790K -$14.8K -58 -2%
RA
3488
Ruggaard & Associates
Ohio
$789K -$148K -581 -15%
OIS
3489
OneAscent Investment Solutions
Alabama
$789K +$820K +3,218 New
EFG
3490
Ehrlich Financial Group
California
$788K -$19.1K -75 -2%
PPC
3491
Pennington Partners & Co
Maryland
$787K -$347K -1,363 -30%
WFM
3492
Wolff Financial Management
Michigan
$787K
EC
3493
EdgeRock Capital
Colorado
$786K -$25.7K -101 -3%
HI
3494
Harrington Investments
California
$784K -$1.78K -7 -0.2%
LFG
3495
Lockerman Financial Group
California
$783K -$13.3K -52 -2%
MWP
3496
Meridian Wealth Partners
Pennsylvania
$782K -$49.5K -194 -6%
WFA
3497
WestHill Financial Advisors
California
$781K +$255 +1 +0%
AWA
3498
Aletheian Wealth Advisors
Washington
$781K +$80.3K +315 +11%
POIA
3499
Pin Oak Investment Advisors
Texas
$781K +$77K +302 +11%
MWA
3500
Motive Wealth Advisors
Michigan
$781K -$38.8K -152 -5%

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.