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
RWM
3776
Reston Wealth Management
Virginia
$561K -$37.2K -146 -6%
SWM
3777
Selective Wealth Management
Virginia
$559K +$4.33K +17 +0.7%
SA
3778
Strategic Advocates
Utah
$559K -$90K -353 -13%
DHC
3779
Drum Hill Capital
Connecticut
$558K +$3.57K +14 +0.6%
OFP
3780
OLIO Financial Planning
Virginia
$558K
MWM
3781
Mascoma Wealth Management
New Hampshire
$558K -$1.78K -7 -0.3%
BWM
3782
BCS Wealth Management
Tennessee
$557K -$228K -895 -28%
VPP
3783
Vertex Planning Partners
Illinois
$557K -$14.5K -57 -2%
SFC
3784
Strategic Financial Concepts
Texas
$554K +$16.3K +64 +3%
EPW
3785
Endeavor Private Wealth
Kansas
$554K +$505K +1,982 +718%
TCM
3786
Tuttle Capital Management
Connecticut
$554K +$66.8K +262 +13%
GC
3787
Guidance Capital
Kentucky
$553K -$123K -482 -18%
AFS
3788
Axiom Financial Strategies
Indiana
$551K +$11.5K +45 +2%
OA
3789
Oceanside Advisors
South Carolina
$551K +$19.1K +75 +3%
BAM
3790
Bosun Asset Management
Illinois
$550K +$61.4K +241 +12%
VEA
3791
Virtus ETF Advisers
New York
$549K -$730K -2,865 -56%
SM
3792
Sensible Money
Arizona
$549K +$4.84K +19 +0.9%
GFL
3793
Granite FO LLC
New Hampshire
$549K
GCM
3794
Graham Capital Management
Connecticut
$549K +$571K +2,238 New
TPWA
3795
Twin Peaks Wealth Advisors
California
$548K -$2.04K -8 -0.3%
GF
3796
Gimbal Financial
Indiana
$548K +$2.8K +11 +0.5%
FEG
3797
Financial Enhancement Group
Indiana
$547K +$6.63K +26 +1%
BBWP
3798
Beacon Bridge Wealth Partners
Pennsylvania
$547K +$10.2K +40 +2%
AWP
3799
Axis Wealth Partners
Rhode Island
$547K +$765 +3 +0.1%
MAM
3800
Marotta Asset Management
Virginia
$544K +$69.9K +274 +12%

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.