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JPMorgan Chase

4,668 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, 1,871 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 (+$435M)

0% more funds holding

Funds holding: 4,6684,668 (0)

0.37% less ownership

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

13% less repeat investments, than reductions

Existing positions increased: 1,871 | Existing positions reduced: 2,140

15% less call options, than puts

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

Holders
4,668
Holders Change
Holders Change %
0%
% 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
1,871
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
WAOI
3526
Wealth Advisors of Iowa
Iowa
$760K
CWM
3527
Centricity Wealth Management
Ohio
$760K +$25.7K +101 +3%
SLA
3528
Silver Lake Advisory
Utah
$760K +$3.31K +13 +0.4%
MF
3529
Meridian Financial
Massachusetts
$759K -$3.82K -15 -0.5%
BAM
3530
Broyhill Asset Management
North Carolina
$759K
RC
3531
Rovin Capital
Arizona
$758K -$4.59K -18 -0.6%
PCMC
3532
Paragon Capital Management (Colorado)
Colorado
$758K +$510 +2 +0.1%
AF
3533
Atala Financial
California
$757K -$2.29K -9 -0.3%
HFM
3534
Harvest Fund Management
China
$754K -$752K -2,949 -49%
NPPM
3535
North Point Portfolio Managers
Ohio
$753K
DO
3536
denkapparat Operations
Germany
$752K -$646K -2,532 -45%
AGA
3537
Arkos Global Advisors
Texas
$751K -$31.1K -122 -4%
ACM
3538
Absolute Capital Management
Pennsylvania
$750K +$1.27K +5 +0.2%
AFA
3539
Allium Financial Advisors
Oregon
$750K +$779K +3,057 New
IAG
3540
Investmark Advisory Group
Connecticut
$749K +$1.53K +6 +0.2%
CM
3541
Capula Management
Cayman Islands
$748K +$542K +2,125 +230%
CHA
3542
Cooper/Haims Advisors
New York
$748K -$2.04K -8 -0.3%
MF
3543
Manchester Financial
California
$746K +$262K +1,029 +51%
AI
3544
AXS Investments
New York
$746K -$33.9K -133 -4%
IGGA
3545
Iron Gate Global Advisors
Utah
$746K +$4.84K +19 +0.6%
TPW
3546
Tiller Private Wealth
Pennsylvania
$745K
FTUS
3547
Flow Traders U.S.
New York
$742K -$3.74M -14,656 -83%
ECA
3548
Elevate Capital Advisors
Colorado
$741K -$570K -2,235 -43%
FA
3549
Fermata Advisors
California
$741K +$217K +852 +39%
ONSWM
3550
Old North State Wealth Management
North Carolina
$741K -$32.1K -126 -4%

JPM Hedge Fund Activity: Q1 2025 in Review

4,668 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 1,871 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.

  • 4,668 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.