We are live on ! Find out more
JPM icon

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
NJBEST
3551
New Jersey Better Educational Savings Trust
New Jersey
$740K
TFIPS
3552
Towarzystwo Funduszy Inwestycyjnych PZU SA
$738K +$63.7K +250 +9%
JTWM
3553
Jackson Thornton Wealth Management
Alabama
$738K +$150K +589 +23%
EFG
3554
Elios Financial Group
Ohio
$738K +$6.88K +27 +0.9%
RMC
3555
Ring Mountain Capital
California
$738K +$24.5K +96 +3%
SG
3556
Strid Group
Pennsylvania
$737K +$13.3K +52 +2%
SWM
3557
SilverOak Wealth Management
Minnesota
$736K
AS
3558
Altshuler Shaham
Israel
$736K
CL
3559
CLG LLC
California
$735K +$8.16K +32 +1%
AFWM
3560
AMJ Financial Wealth Management
Virginia
$733K -$14.5K -57 -2%
SC
3561
Schoolcraft Capital
Colorado
$733K +$89.5K +351 +13%
HFS
3562
Hughes Financial Services
Virginia
$732K +$9.18K +36 +1%
FFWM
3563
Future Financial Wealth Management
Ohio
$732K -$21.7K -85 -3%
TCM
3564
Thoma Capital Management
Maryland
$732K -$7.14K -28 -0.9%
RFP
3565
Root Financial Partners
California
$730K +$255 +1 +0%
FA
3566
FSA Advisors
Michigan
$729K +$446K +1,749 +143%
DWM
3567
DecisionMap Wealth Management
Virginia
$725K -$3.57K -14 -0.5%
BMD
3568
Better Money Decisions
New Mexico
$724K -$148K -582 -16%
OTPPB
3569
Ontario Teachers' Pension Plan Board
Ontario, Canada
$724K +$198K +777 +36%
WFAG
3570
Wescott Financial Advisory Group
Pennsylvania
$722K +$4.08K +16 +0.5%
DCBT
3571
Dakota Community Bank & Trust
North Dakota
$721K -$16.1K -63 -2%
BCMLT
3572
Beacon Capital Management LLC (Tennessee)
Tennessee
$720K -$15.6K -61 -2%
MWM
3573
Mindset Wealth Management
Indiana
$720K +$187K +732 +33%
OCG
3574
Opus Capital Group
Ohio
$720K +$19.9K +78 +3%
HIM
3575
Hanlon Investment Management
New Jersey
$719K +$17.1K +67 +2%

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.