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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
KIM
3651
Kane Investment Management
California
$652K +$678K +2,660 New
DA
3652
Detalus Advisors
Missouri
$650K -$14.5K -57 -2%
ETS
3653
ESL Trust Services
New York
$648K
LA
3654
Lane & Associates
New Jersey
$648K -$13K -51 -2%
CWM
3655
Cherrydale Wealth Management
New Jersey
$647K -$86.7K -340 -11%
TC
3656
TAGStone Capital
North Carolina
$646K -$34.9K -137 -5%
SWG
3657
Summit Wealth Group
Vermont
$646K +$137K +539 +26%
CA
3658
Clune & Associates
Illinois
$645K -$11K -43 -2%
WA
3659
Wealthstar Advisors
Texas
$645K +$196K +770 +41%
TFO
3660
Tarbox Family Office
California
$644K -$510 -2 -0.1%
SDH
3661
Sloy Dahl & Holst
Washington
$642K
GSIS
3662
Global Strategic Investment Solutions
Arizona
$642K -$67.3K -264 -9%
CWM
3663
Cahaba Wealth Management
Georgia
$641K -$4.08K -16 -0.6%
GB
3664
Goepper Burkhardt
South Carolina
$641K +$82.1K +322 +14%
WGCA
3665
Wolf Group Capital Advisors
Virginia
$640K +$665K +2,609 New
MS
3666
Madden Securities
Texas
$640K -$17.6K -69 -3%
PFG
3667
Prospect Financial Group
Virginia
$639K -$15.8K -62 -2%
WFC
3668
Western Financial Corp
California
$639K +$68.1K +267 +11%
RIP
3669
Reliant Investment Partners
North Carolina
$637K +$101K +396 +18%
SWM
3670
Silverlake Wealth Management
Vermont
$637K +$10.5K +41 +2%
MAP
3671
Moody Aldrich Partners
Massachusetts
$636K +$59.4K +233 +10%
HBWM
3672
Hollow Brook Wealth Management
New York
$635K +$76.5K +300 +13%
LBC
3673
Leigh Baldwin & Co
New York
$634K -$74.7K -293 -10%
HFS
3674
Heritage Financial Services
Massachusetts
$633K -$20.9K -82 -3%
PDM
3675
Penn Davis McFarland
Texas
$633K

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.