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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
CFO
3851
Capitol Family Office
Oregon
$517K +$537K +2,108 New
SO
3852
Sierra Ocean
California
$517K +$59.4K +233 +12%
CCA
3853
Catalyst Capital Advisors
New York
$517K +$167K +655 +45%
CFG
3854
Compton Financial Group
Maryland
$515K
AIM
3855
Arcadia Investment Management
Michigan
$514K
VFP
3856
Verus Financial Partners
Virginia
$513K +$74.2K +291 +15%
BWS
3857
Broadway Wealth Solutions
Texas
$511K -$105K -412 -17%
GAMC
3858
Garner Asset Management Corp
Texas
$510K -$30.1K -118 -5%
WHCI
3859
W.H. Cornerstone Investments
Massachusetts
$510K +$1.53K +6 +0.3%
IDA
3860
Intelligence Driven Advisers
California
$509K -$209K -821 -28%
GAA
3861
Global Assets Advisory
Florida
$508K -$276K -1,084 -33%
RWM
3862
Ruedi Wealth Management
Illinois
$507K +$255 +1 +0%
DQRIM
3863
Dale Q Rice Investment Management
Washington
$507K -$2.04K -8 -0.4%
CPW
3864
Catalyst Private Wealth
California
$507K +$2.8K +11 +0.5%
CWA
3865
Centennial Wealth Advisory
Michigan
$506K +$40.3K +158 +8%
CSA
3866
Cornerstone Select Advisors
Missouri
$506K +$8.92K +35 +2%
RWA
3867
Rooted Wealth Advisors
Illinois
$506K +$7.9K +31 +1%
BIP
3868
Blue Investment Partners
California
$506K
SFFS
3869
Stonehage Fleming Financial Services
Jersey
$506K
KFS
3870
Kaizen Financial Strategies
California
$506K +$1.78K +7 +0.3%
JA
3871
JVL Associates
Michigan
$505K -$70.4K -276 -12%
RAS
3872
RPS Advisory Solutions
Kentucky
$505K -$7.39K -29 -1%
CM
3873
Columbus Macro
Pennsylvania
$504K -$24K -94 -4%
BWA
3874
Bestgate Wealth Advisors
Maryland
$503K
KA
3875
Kercheville Advisors
Texas
$503K +$6.37K +25 +1%

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.