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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
BW
3626
Basepoint Wealth
Iowa
$680K +$3.06K +12 +0.4%
HCWM
3627
Hidden Cove Wealth Management
Washington
$677K +$28.6K +112 +4%
FF
3628
Francis Financial
$676K -$244K -958 -26%
FCM
3629
Fourpath Capital Management
Oklahoma
$676K -$27.5K -108 -4%
VC
3630
Veery Capital
Delaware
$676K +$19.9K +78 +3%
LCM
3631
Landscape Capital Management
New Jersey
$676K -$2.45M -9,619 -78%
SPW
3632
Sonoma Private Wealth
California
$674K +$257K +1,010 +58%
HBFP
3633
Henderson Brothers Financial Partners
Pennsylvania
$673K +$533K +2,090 New
MWM
3634
Melfa Wealth Management
Massachusetts
$672K
DFA
3635
Davies Financial Advisors
California
$672K -$1.27K -5 -0.2%
HGWM
3636
Horst & Graben Wealth Management
Oregon
$672K +$33.1K +130 +5%
SFC
3637
Swisher Financial Concepts
Ohio
$671K +$160K +627 +30%
KAM
3638
KEB Asset Management
Illinois
$670K -$227K -890 -25%
RC
3639
Reik & Co
New York
$670K
JFGLC
3640
Johnson Financial Group LLC (Colorado)
Colorado
$669K +$696K +2,729 New
IRC
3641
Investors Research Corp
Georgia
$668K -$339K -1,331 -33%
CF
3642
Cyr Financial
Illinois
$667K +$30.3K +119 +5%
HCP
3643
Holt Capital Partners
Texas
$665K +$25.5K +100 +4%
LIA
3644
Lynx Investment Advisory
District of Columbia
$664K +$15.6K +61 +2%
CW
3645
Code Waechter
Florida
$659K -$69.6K -273 -9%
AR
3646
Apeiron RIA
Texas
$659K -$28.8K -113 -4%
HWP
3647
Heritage Wealth Partners
Ohio
$657K +$47.2K +185 +7%
FAFN
3648
First Affirmative Financial Network
Colorado
$656K -$32.1K -126 -4%
VCWA
3649
Vanguard Capital Wealth Advisors
Colorado
$656K +$765 +3 +0.1%
RCA
3650
Riverview Capital Advisers
Massachusetts
$656K +$154K +603 +29%

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.