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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
BEW
3901
Burton Enright Welch
California
$491K -$3.31K -13 -0.6%
SCM
3902
Shapiro Capital Management
Georgia
$491K
GC
3903
Gruss & Co
Florida
$491K +$255K +1,000 +100%
CI
3904
Corient IA
Florida
$491K +$510K +2,000 New
SHWM
3905
Smith & Howard Wealth Management
Georgia
$490K
CFGSD
3906
Compass Financial Group (South Dakota)
South Dakota
$489K +$30.3K +119 +6%
KFS
3907
Kurt F. Somerville
$489K
PFG
3908
Putney Financial Group
California
$489K
CCIA
3909
Cherry Creek Investment Advisors
Colorado
$488K +$2.55K +10 +0.5%
TFP
3910
Triune Financial Partners
Kansas
$487K +$74.7K +293 +17%
OA
3911
Oxbow Advisors
Texas
$485K -$6.88K -27 -1%
CWM
3912
Consultiva Wealth Management
Puerto Rico
$484K +$306K +1,200 +155%
SWIM
3913
Smallwood Wealth Investment Management
New Jersey
$483K
LAM
3914
Lakewood Asset Management
Illinois
$482K -$294K -1,152 -37%
NI
3915
NDVR Inc
Massachusetts
$482K -$29.8K -117 -6%
JAA
3916
Joel Adams & Associates
North Carolina
$482K
RP
3917
Riverwater Partners
Wisconsin
$482K +$73.4K +288 +17%
GCP
3918
Gill Capital Partners
Colorado
$481K
ACM
3919
Ascent Capital Management
Oregon
$481K +$3.06K +12 +0.6%
KNFPWM
3920
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$481K +$255 +1 +0.1%
KA
3921
Kearns & Associates
California
$481K
WLIM
3922
White Lighthouse Investment Management
Massachusetts
$481K +$35.2K +138 +8%
NWMP
3923
Noble Wealth Management PBC
Colorado
$481K -$1.27K -5 -0.3%
CYG
3924
Clean Yield Group
Vermont
$479K
EF
3925
Exeter Financial
Arizona
$478K -$12.7K -50 -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.