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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
PWM
3726
Puff Wealth Management
New Jersey
$599K -$35.2K -138 -5%
CA
3727
Claris Advisors
Missouri
$599K
LWM
3728
Lionshead Wealth Management
New York
$599K +$75K +294 +14%
PSA
3729
Plum Street Advisors
Louisiana
$597K
GGI
3730
Godsey & Gibb Inc
Virginia
$597K -$34.7K -136 -5%
RCM
3731
Rockbridge Capital Management
Virginia
$595K
JC
3732
Jacobs & Co
California
$594K
FZCM
3733
Flynn Zito Capital Management
New York
$593K +$89.7K +352 +17%
IP
3734
Isthmus Partners
Wisconsin
$593K
KAM
3735
Karani Asset Management
New York
$593K -$149K -584 -19%
SAM
3736
Sequent Asset Management
Texas
$593K +$255 +1 +0%
TAM
3737
Tucker Asset Management
Colorado
$591K -$114K -446 -16%
GPW
3738
Gentry Private Wealth
Kansas
$590K +$614K +2,407 New
BL
3739
Balentine LLC
Georgia
$590K
FGWP
3740
Founders Grove Wealth Partners
Virginia
$589K
BA
3741
Brightwater Advisory
Florida
$588K -$255 -1 -0%
CNWM
3742
Clay Northam Wealth Management
California
$588K
CCP
3743
Cushing Capital Partners
Wisconsin
$588K +$63.5K +249 +12%
SAM
3744
Shikiar Asset Management
New York
$587K -$191K -750 -24%
TCOO
3745
Trust Company of Oklahoma
Oklahoma
$586K
BGAI
3746
Bruce G. Allen Investments
Colorado
$584K -$122K -480 -17%
KC
3747
Knuff & Co
California
$581K +$13.8K +54 +2%
RAM
3748
Readystate Asset Management
Illinois
$580K +$603K +2,366 New
BWA
3749
BlueChip Wealth Advisors
Georgia
$580K +$35.2K +138 +6%
BWM
3750
Brown Wealth Management
Illinois
$579K +$14K +55 +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.