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
WAN
3926
Wealth Advisors Northwest
Oregon
$478K -$19.6K -77 -4%
HFW
3927
Horizon Family Wealth
Illinois
$477K -$8.41K -33 -2%
BHWM
3928
Beaird Harris Wealth Management
Texas
$477K -$27.8K -109 -5%
BMM
3929
Berkshire Money Management
Massachusetts
$476K -$6.37K -25 -1%
NA
3930
Nottingham Advisors
New York
$476K -$292K -1,144 -37%
R
3931
Rebalance
California
$476K +$105K +413 +27%
PCM
3932
Pennsylvania Capital Management
Pennsylvania
$474K -$1.27K -5 -0.3%
LI
3933
LifeWealth Investments
Florida
$474K +$53.3K +209 +12%
CCA
3934
Cadent Capital Advisors
Oklahoma
$474K +$1.27K +5 +0.3%
RPGNY
3935
Retirement Planning Group (New York)
New York
$473K +$216K +847 +78%
OPWM
3936
Oxinas Partners Wealth Management
Indiana
$473K +$133K +520 +37%
RHJA
3937
Rice Hall James & Associates
California
$472K +$11.2K +44 +2%
LAM
3938
Lewis Asset Management
California
$471K -$6.88K -27 -1%
RAG
3939
RIA Advisory Group
Iowa
$471K +$22.7K +89 +5%
BDL
3940
Banque de Luxembourg
Luxembourg
$470K
AC
3941
AWM Capital
Arizona
$469K +$157K +616 +47%
KFA
3942
Krane Funds Advisors
New York
$469K +$108K +424 +28%
VBFG
3943
Vishria Bird Financial Group
Tennessee
$467K
FF
3944
Friday Financial
Iowa
$466K +$256K +1,005 +113%
HKIMG
3945
Hutchens & Kramer Investment Management Group
Indiana
$466K -$1.53K -6 -0.3%
CL
3946
CVFG LLC
Indiana
$465K -$12.5K -49 -3%
DWAM
3947
Duncan Williams Asset Management
Tennessee
$463K
FAN
3948
Financial Advisors Network
California
$463K -$15K -59 -3%
EA
3949
Echo45 Advisors
California
$463K -$23.7K -93 -5%
LWM
3950
LeConte Wealth Management
Tennessee
$462K +$480K +1,883 New

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.