We are live on ! Find out more
JPM icon

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
PGWM
3701
Pitti Group Wealth Management
New York
$614K -$9.94K -39 -2%
BI
3702
Bramshill Investments
Florida
$613K +$637K +2,500 New
HB
3703
Horizon Bancorp
Indiana
$613K -$66.5K -261 -9%
BI
3704
Beckerman Institutional
New Jersey
$613K -$21.2K -83 -3%
RWRC
3705
R.W. Roge & Company
New York
$613K +$243K +955 +62%
FSA
3706
Financial Security Advisor
Virginia
$612K +$1.53K +6 +0.2%
AL
3707
Arnhold LLC
New York
$611K
RFA
3708
Reyes Financial Architecture
California
$611K -$12.5K -49 -2%
WCM
3709
Wallace Capital Management
Texas
$609K -$3.06K -12 -0.5%
NWMG
3710
Nicholson Wealth Management Group
South Carolina
$607K
EGWAG
3711
Elwood & Goetz Wealth Advisory Group
Georgia
$607K -$300K -1,176 -32%
TI
3712
Truepoint Inc
Ohio
$607K +$16.3K +64 +3%
C1AG
3713
Client 1st Advisory Group
Florida
$606K
BAMG
3714
Brand Asset Management Group
Missouri
$606K -$15.3K -60 -2%
JCIA
3715
Jackson Creek Investment Advisors
Colorado
$606K +$10.5K +41 +2%
RWM
3716
Revisor Wealth Management
Ohio
$605K +$629K +2,467 New
CGH
3717
CMG Global Holdings
Texas
$605K -$423K -1,661 -40%
WAM
3718
Walker Asset Management
Missouri
$604K +$2.55K +10 +0.4%
SIMC
3719
Squire Investment Management Company
Utah
$602K +$60.4K +237 +11%
WPW
3720
Warther Private Wealth
Ohio
$602K -$36.7K -144 -6%
PCM
3721
Presidio Capital Management
California
$602K -$35.2K -138 -5%
CFS
3722
Coordinated Financial Services
Colorado
$601K -$134K -527 -18%
CWMGO
3723
Capstone Wealth Management Group (Oregon)
Oregon
$601K -$8.67K -34 -1%
FI
3724
Financial Insights
Washington
$601K -$39K -153 -6%
CCA
3725
Covey Capital Advisors
Georgia
$601K

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.