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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
PSFG
3976
Park Square Financial Group
Georgia
$452K -$46.1K -181 -9%
CWM
3977
CCG Wealth Management
California
$451K +$79.5K +312 +20%
SC
3978
Schiavi & Co
Delaware
$450K
BS
3979
Brighton Securities
New York
$450K -$45.1K -177 -9%
SA
3980
Stewardship Advisors
Pennsylvania
$449K +$3.31K +13 +0.7%
IDBONY
3981
Israel Discount Bank of New York
New York
$447K -$181K -711 -28%
NWMG
3982
National Wealth Management Group
Ohio
$447K +$465K +1,824 New
ARMT
3983
Amica Retiree Medical Trust
Rhode Island
$447K -$111K -435 -19%
FWM
3984
Foguth Wealth Management
Michigan
$445K -$11K -43 -2%
LCC
3985
Lincoln Capital Corp
Rhode Island
$445K +$51K +200 +12%
CP
3986
Castleview Partners
Texas
$445K -$662K -2,597 -59%
CCM
3987
Chickasaw Capital Management
Tennessee
$444K -$3.82K -15 -0.8%
OAJ
3988
Ogorek Anthony Joseph
New York
$443K +$143K +560 +45%
CAG
3989
Curtis Advisory Group
California
$442K
WWM
3990
WT Wealth Management
Arizona
$440K -$1.27K -5 -0.3%
TCM
3991
Triumph Capital Management
Colorado
$440K +$10.7K +42 +2%
CPC
3992
CFC Planning Company
Indiana
$439K
MWM
3993
Momentous Wealth Management
Washington
$438K +$151K +591 +50%
BA
3994
BIP Alliance
Georgia
$437K -$1.53K -6 -0.3%
SFS
3995
Sharp Financial Services
Pennsylvania
$437K +$64.2K +252 +16%
AFA
3996
American Financial Advisors
Georgia
$437K -$13.3K -52 -3%
IPWA
3997
International Private Wealth Advisors
California
$437K +$58.9K +231 +15%
IPW
3998
IronBridge Private Wealth
Texas
$435K -$5.1K -20 -1%
FCMA
3999
Foresight Capital Management Advisors
Michigan
$435K +$452K +1,773 New
PWA
4000
Peterson Wealth Advisors
Utah
$435K +$34.7K +136 +7%

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.