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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
CRIG
3601
Charter Research & Investment Group
Connecticut
$703K
OFO
3602
OneAscent Family Office
Alabama
$703K -$38.8K -152 -5%
KPWG
3603
KFA Private Wealth Group
Virginia
$698K +$188K +737 +35%
DAM
3604
Diamant Asset Management
Connecticut
$697K -$512K -2,008 -41%
AFG
3605
Arkansas Financial Group
Arkansas
$697K -$35.4K -139 -4%
SL
3606
Summitry LLC
California
$696K +$10.2K +40 +1%
CAM
3607
Claret Asset Management
Quebec, Canada
$696K -$742K -2,911 Closed
KCIC
3608
Kuhn & Co Investment Counsel
Illinois
$696K +$378K +1,482 +109%
CCA
3609
Coign Capital Advisors
Utah
$692K -$12.7K -50 -2%
AFP
3610
Alpha Financial Partners
Kentucky
$691K -$12K -47 -2%
AWP
3611
Abacus Wealth Partners
California
$689K +$3.06K +12 +0.4%
GSWA
3612
Good Steward Wealth Advisors
Tennessee
$689K +$716K +2,810 New
IWM
3613
Integris Wealth Management
California
$689K -$24.5K -96 -3%
PCM
3614
Payne Capital Management
New York
$687K -$90.2K -354 -11%
PAG
3615
Paladin Advisory Group
Iowa
$687K
MPAM
3616
Murphy Pohlad Asset Management
Minnesota
$687K +$91.8K +360 +15%
BFM
3617
Boothbay Fund Management
New York
$685K +$212K +833 +43%
NIWA
3618
New Insight Wealth Advisors
California
$684K +$54.8K +215 +8%
WWM
3619
Westwood Wealth Management
California
$684K
BCM
3620
Brown Capital Management
Maryland
$683K -$366K -1,434 -34%
BFWM
3621
Bright Futures Wealth Management
New York
$682K -$80.3K -315 -10%
BBPWM
3622
Blue Bell Private Wealth Management
Pennsylvania
$682K +$47.7K +187 +7%
HIS
3623
Harvest Investment Services
Illinois
$682K +$24.7K +97 +4%
ASG
3624
Ariston Services Group
California
$681K -$40.3K -158 -5%
RA
3625
Rational Advisors
New York
$681K +$209K +820 +42%

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.