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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
IIA
3676
ICW Investment Advisors
Arizona
$632K +$510 +2 +0.1%
BRA
3677
Bender Robert & Associates
California
$631K -$45.9K -180 -7%
MAM
3678
Morse Asset Management
Connecticut
$630K +$107K +420 +20%
AIA
3679
Accelerate Investment Advisors
California
$630K +$136K +533 +26%
FFG
3680
Fortress Financial Group
Minnesota
$629K +$3.06K +12 +0.5%
SFPG
3681
Stonebridge Financial Planning Group
Florida
$628K +$255 +1 +0%
PI
3682
Parkside Investments
Illinois
$627K -$61.4K -241 -9%
CWA
3683
Centerline Wealth Advisors
Kentucky
$627K -$14.5K -57 -2%
API
3684
Asset Planning Inc
California
$627K +$1.27K +5 +0.2%
WCM
3685
Washburn Capital Management
Florida
$626K +$101K +395 +18%
CAM
3686
Clark Asset Management
New Hampshire
$623K +$198K +777 +44%
FA
3687
FDx Advisors
Illinois
$623K -$78.8K -309 -11%
DFG
3688
Dupree Financial Group
Kentucky
$623K
AFIA
3689
America First Investment Advisors
Nebraska
$623K +$2.29K +9 +0.4%
OPPS
3690
Obsidian Personal Planning Solutions
Maryland
$621K
PHWM
3691
Pine Harbor Wealth Management
Maryland
$621K -$7.65K -30 -1%
HC
3692
Hamilton Capital
Ohio
$619K +$7.65K +30 +1%
NFC
3693
Northstar Financial Companies
Pennsylvania
$618K -$147K -578 -19%
IAG
3694
Ipsen Advisor Group
Arkansas
$618K -$54.3K -213 -8%
SCI
3695
Silver Coast Investments
United States
$617K -$37.2K -146 -5%
RIM
3696
Rockbridge Investment Management
New York
$615K +$171K +671 +37%
MA
3697
MKT Advisors
California
$615K +$23.2K +91 +3%
TC
3698
Tacita Capital
Ontario, Canada
$615K
SFG
3699
SNS Financial Group
Minnesota
$614K +$24.7K +97 +4%
CTC
3700
Corundum Trust Company
South Dakota
$614K +$12.2K +48 +2%

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.