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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
DWP
3876
Destiny Wealth Partners
Florida
$502K -$3.82K -15 -0.7%
SSW
3877
Smith Shellnut Wilson
Mississippi
$502K +$9.18K +36 +2%
LGWM
3878
Litman Gregory Wealth Management
California
$502K
IA
3879
Inspire Advisors
Idaho
$501K -$11K -43 -2%
TBWA
3880
Three Bridge Wealth Advisors
California
$500K
RWMG
3881
Redwood Wealth Management Group
New Jersey
$500K +$14.8K +58 +3%
OAS
3882
Optivise Advisory Services
Tennessee
$500K -$6.88K -27 -1%
TWP
3883
Tower Wealth Partners
Pennsylvania
$499K -$11.7K -46 -2%
JCM
3884
J2 Capital Management
Michigan
$498K -$295K -1,158 -36%
BMCM
3885
Burns Matteson Capital Management
New York
$498K +$7.65K +30 +2%
BWCS
3886
Beirne Wealth Consulting Services
Connecticut
$497K
CP
3887
Capital Planning
Washington
$497K -$84.4K -331 -14%
SCA
3888
Sage Capital Advisors
South Dakota
$497K +$21.9K +86 +4%
AWM
3889
Alterna Wealth Management
Texas
$496K -$29.8K -117 -5%
NRD
3890
Nebula Research & Development
New York
$496K +$515K +2,020 New
SSC
3891
Syverson Strege & Co
Iowa
$494K +$15K +59 +3%
EWA
3892
Encompass Wealth Advisors
Oregon
$494K +$510 +2 +0.1%
WWG
3893
West Wealth Group
California
$494K +$40.3K +158 +8%
CFS
3894
CGC Financial Services
Oregon
$493K -$102K -400 -17%
CL
3895
COWA LLC
Oklahoma
$493K -$115K -453 -18%
IWP
3896
Insight Wealth Partners
Texas
$492K -$24.7K -97 -5%
KC
3897
Kinloch Capital
Virginia
$492K +$14K +55 +3%
B
3898
Bensler
Washington
$491K -$26.3K -103 -5%
FWMM
3899
Foundation Wealth Management (Missouri)
Missouri
$491K
BFG
3900
Birch Financial Group
New Hampshire
$491K +$14.8K +58 +3%

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.