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
I2I
3501
Insight 2811 Inc
Illinois
$779K -$4.84K -19 -0.6%
WCG
3502
Weaver Consulting Group
California
$779K -$13K -51 -2%
OWM
3503
OneAscent Wealth Management
Alabama
$778K -$93.1K -365 -10%
BFS
3504
Burkett Financial Services
South Carolina
$777K +$9.18K +36 +1%
SIM
3505
Seaview Investment Managers
Florida
$777K +$807K +3,166 New
PIM
3506
Pullen Investment Management
Florida
$776K +$27K +106 +3%
CFP
3507
Cascade Financial Partners
California
$776K +$116K +454 +17%
CNBOF
3508
City National Bank of Florida
Florida
$774K +$220K +861 +38%
IIM
3509
Ironwood Investment Management
Massachusetts
$774K -$204K -800 -20%
AWA
3510
Arbor Wealth Advisors
Michigan
$773K -$2.04K -8 -0.3%
MJRIC
3511
Mogy Joel R Investment Counsel
California
$773K -$208K -815 -21%
PCM
3512
Permanent Capital Management
Illinois
$773K
HF
3513
Holcombe Financial
Georgia
$772K
UWP
3514
Uniting Wealth Partners
Kansas
$771K +$22.4K +88 +3%
WFS
3515
WealthGarden F.S.
California
$770K +$2.55K +10 +0.3%
JLBC
3516
J.L. Bainbridge & Co
Florida
$770K +$11.2K +44 +1%
CAM
3517
Concorde Asset Management
Michigan
$769K +$11.7K +46 +1%
SAM
3518
SP Asset Management
California
$769K +$4.84K +19 +0.6%
SGI
3519
Summit Global Investments
Utah
$768K -$1.51M -5,939 -65%
KWM
3520
KFG Wealth Management
Indiana
$767K +$9.69K +38 +1%
AWM
3521
Allen Wealth Management
North Carolina
$764K -$1.27K -5 -0.2%
WJA
3522
Willis Johnson & Associates
Texas
$764K -$14.5K -57 -2%
MPW
3523
Magnolia Private Wealth
Pennsylvania
$761K +$92K +361 +13%
CWA
3524
Clearview Wealth Advisors
Oregon
$761K -$192K -754 -20%
ODIJL
3525
One Day In July LLC
Vermont
$761K +$34.4K +135 +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.