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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
OIAM
376
OFI Invest Asset Management
France
$83.5M -$621K -2,435 -0.7%
FT
377
Fiduciary Trust
Massachusetts
$83.2M +$2.49M +9,750 +3%
QPBE
378
Quintet Private Bank (Europe)
Luxembourg
$83.1M -$4.99M -19,554 -5%
HC
379
Henshaw Capital
Massachusetts
$82.7M
AF
380
Allworth Financial
California
$82.1M -$843K -3,308 -1%
FLPIM
381
F.L. Putnam Investment Management
Massachusetts
$82M -$1.24M -4,879 -1%
ACI
382
Alpha Cubed Investments
California
$81.5M +$12.2M +47,736 +17%
LMIM
383
Lockheed Martin Investment Management
Maryland
$81.2M -$3.19M -12,520 -4%
UBP
384
Union Bancaire Privee
Switzerland
$81.1M +$13.9M +54,390 +19%
SOADOR
385
State of Alaska Department of Revenue
Alaska
$80.3M +$1.65M +6,475 +2%
Mirae Asset Global ETFs Holdings
386
Mirae Asset Global ETFs Holdings
Hong Kong
$80.2M +$4.22M +16,536 +5%
AAS
387
Avantax Advisory Services
Texas
$79.3M +$610K +2,391 +0.7%
IC
388
IEQ Capital
California
$79.2M +$5.36M +21,020 +7%
Wealthfront Advisers
389
Wealthfront Advisers
California
$78M +$7.35M +28,829 +10%
MNA
390
Manning & Napier Advisors
New York
$77.9M -$3.95M -15,510 -5%
JCM
391
Junto Capital Management
New York
$77.5M -$47.3M -185,563 -37%
MFIM
392
Mesirow Financial Investment Management
Illinois
$77.5M -$783K -3,070 -1%
OAM
393
OP Asset Management
$76.8M +$79.8M +312,914 New
Pzena Investment Management
394
Pzena Investment Management
New York
$76.6M -$77.6M -304,534 -49%
WTC
395
WhitTier Trust Company
Nevada
$76.3M +$1.1M +4,318 +1%
NCM
396
Nearwater Capital Markets
Ireland
$75.6M -$9.69M -38,000 -11%
KPWS
397
Kestra Private Wealth Services
Texas
$75.5M +$882K +3,458 +1%
JEST
398
JTC Employer Solutions Trustee
Jersey
$75.5M -$390K -1,531 -0.5%
CFG
399
Citizens Financial Group
Rhode Island
$75.3M -$4.76M -18,676 -6%
AA
400
Ancora Advisors
Ohio
$75.2M -$394K -1,544 -0.5%

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.