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
SWM
3826
SFG Wealth Management
Maryland
$531K -$130K -510 -19%
GPW
3827
Genesis Private Wealth
Virginia
$531K -$12.2K -48 -2%
LIG
3828
Lokken Investment Group
Delaware
$531K +$112K +438 +25%
AFS
3829
Anderson Financial Strategies
Ohio
$530K +$51K +200 +10%
WA
3830
Waterford Advisors
New York
$529K
MMCM
3831
Murphy & Mullick Capital Management
New York
$528K +$34.2K +134 +7%
GSCM
3832
Greenfield Seitz Capital Management
Texas
$527K -$20.6K -81 -4%
M
3833
MATAURO
New York
$527K +$73.2K +287 +15%
RSF
3834
Rik Saylor Financial
Ohio
$526K +$1.53K +6 +0.3%
NSG
3835
Nalls Sherbakoff Group
Tennessee
$525K +$546K +2,141 New
SFP
3836
Sterling Financial Planning
New Jersey
$525K +$18.1K +71 +3%
CCP
3837
Clarkston Capital Partners
Michigan
$524K +$93.1K +365 +21%
WBCM
3838
Wilson & Boucher Capital Management
California
$524K -$52.3K -205 -9%
IQI
3839
Integrated Quantitative Investments
Washington
$522K
FPCG
3840
Forum Private Client Group
Indiana
$521K -$2.55K -10 -0.5%
ICM
3841
Intrepid Capital Management
Florida
$521K +$203K +797 +60%
TWA
3842
Tandem Wealth Advisors
Arizona
$521K +$21.4K +84 +4%
HAM
3843
Hickory Asset Management
Ohio
$520K -$6.63K -26 -1%
TCM
3844
Tassel Capital Management
North Carolina
$519K -$171K -671 -24%
KFS
3845
Kelly Financial Services
Massachusetts
$518K +$43.1K +169 +9%
SRWM
3846
Shira Ridge Wealth Management
California
$518K +$17.6K +69 +3%
PCMM
3847
Piedmont Capital Management (Montana)
Montana
$518K -$2.29K -9 -0.4%
BCB
3848
Brian C. Broderick
$518K
NC
3849
NovaPoint Capital
Georgia
$518K -$28.6K -112 -5%
CC
3850
Capital Counsel
New York
$517K +$140K +549 +35%

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.