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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
62.55%
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
1,871
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
EIM
3576
Essex Investment Management
Massachusetts
$717K -$185K -727 -20%
HKAM
3577
Horizon Kinetics Asset Management
New York
$715K -$212K -830 -22%
CFG
3578
Clayton Financial Group
Missouri
$715K -$49.7K -195 -6%
FFL
3579
Financial Freedom LLC
Ohio
$715K +$1.27K +5 +0.2%
RA
3580
Riversedge Advisors
Delaware
$714K +$83.1K +326 +13%
MPCL
3581
My Personal CFO LLC
Washington
$714K -$11.7K -46 -2%
NCM
3582
Next Capital Management
New York
$714K -$194K -760 -21%
SC
3583
Saturna Capital
Washington
$712K +$153K +600 +26%
SHF
3584
Safe Harbor Fiduciary
Florida
$712K
WIA
3585
Wealthedge Investment Advisors
New York
$711K -$23.7K -93 -3%
CA
3586
CapWealth Advisors
Tennessee
$711K +$1.53K +6 +0.2%
ICM
3587
Islay Capital Management
Texas
$711K
BDFN
3588
Bond & Devick Financial Network
Minnesota
$711K +$118K +462 +19%
OCM
3589
Objective Capital Management
Ohio
$711K -$942K -3,693 -56%
CCP
3590
Clarity Capital Partners
California
$710K -$22.2K -87 -3%
SP
3591
Successful Portfolios
Florida
$710K +$255 +1 +0%
AIA
3592
Arbor Investment Advisors
North Carolina
$710K +$1.53K +6 +0.2%
AIA
3593
AIMZ Investment Advisors
California
$710K +$22.7K +89 +3%
DFA
3594
DHK Financial Advisors
New Hampshire
$709K -$595K -2,335 -45%
WFA
3595
WMG Financial Advisors
Tennessee
$709K +$14.8K +58 +2%
VWA
3596
VSM Wealth Advisory
Maryland
$708K -$50.7K -199 -6%
MMHP
3597
Murphy Middleton Hinkle & Parker
Georgia
$707K
PCM
3598
Perritt Capital Management
Illinois
$705K -$22.7K -89 -3%
BBA
3599
Braun-Bostich & Associates
Pennsylvania
$704K -$510 -2 -0.1%
HA
3600
HC Advisors
Georgia
$704K -$59.7K -234 -8%

JPM Hedge Fund Activity: Q1 2025 in Review

4,668 of the 7,463 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.