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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
LFGO
3801
Legacy Financial Group (Oklahoma)
Oklahoma
$543K +$255 +1 +0%
SWMG
3802
Signature Wealth Management Group
Georgia
$543K -$21.9K -86 -4%
FWP
3803
Fiduciary Wealth Partners
Massachusetts
$542K +$563K +2,209 New
CFC
3804
Coyle Financial Counsel
Illinois
$541K +$7.65K +30 +1%
SCA
3805
Southern Capital Advisors
Tennessee
$541K +$27.3K +107 +5%
SBWIC
3806
Schaper Benz & Wise Investment Counsel
Wisconsin
$540K -$66.8K -262 -11%
CC
3807
Cultivar Capital
Texas
$540K
CAS
3808
CTC Alternative Strategies
Illinois
$540K +$561K +2,200 New
MBI
3809
May Barnhard Investments
Maryland
$539K +$112K +439 +25%
YIH
3810
Y-Intercept (HK)
Hong Kong
$538K -$1.09M -4,271 -66%
CMBA
3811
C.M. Bidwell & Associates
Hawaii
$538K -$5.86K -23 -1%
KIC
3812
Keating Investment Counselors
Florida
$536K -$335K -1,315 -38%
LIA
3813
Luken Investment Analytics
Tennessee
$536K +$13.5K +53 +2%
MCM
3814
M1 Capital Management
Michigan
$536K -$8.41K -33 -1%
SC
3815
Sepio Capital
Utah
$535K +$255 +1 +0%
STB
3816
S&T Bank
Pennsylvania
$535K -$39.3K -154 -7%
MFS
3817
McNamara Financial Services
Massachusetts
$535K +$556K +2,181 New
BFAG
3818
Blackston Financial Advisory Group
Florida
$534K -$537K -2,105 -49%
FWM
3819
FSA Wealth Management
Massachusetts
$534K +$33.1K +130 +6%
MSWM
3820
Mowery & Schoenfeld Wealth Management
Illinois
$533K +$146K +572 +36%
SIC
3821
SJS Investment Consulting
Ohio
$533K +$2.04K +8 +0.4%
TAM
3822
TCP Asset Management
Ohio
$532K -$20.9K -82 -4%
BIG
3823
Builder Investment Group
Georgia
$532K
IVP
3824
Intrinsic Value Partners
Arizona
$532K +$1.78K +7 +0.3%
T
3825
Tableaux
Massachusetts
$532K

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.