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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
CWAF
4001
Core Wealth Advisors (Florida)
Florida
$435K +$5.86K +23 +1%
LODC
4002
Lanham O'Dell & Company
West Virginia
$435K
WFS
4003
Walker Financial Services
Kentucky
$434K -$8.67K -34 -2%
IWP
4004
Innova Wealth Partners
Pennsylvania
$433K +$1.02K +4 +0.2%
LWA
4005
Ledgewood Wealth Advisors
New Hampshire
$432K
PW
4006
Potentia Wealth
California
$431K
SWMG
4007
Sanchez Wealth Management Group
Florida
$430K +$255 +1 +0.1%
WPA
4008
Wealth Preservation Advisors
Tennessee
$430K +$447K +1,752 New
PWM
4009
Power Wealth Management
Georgia
$428K -$95.3K -374 -18%
EFN
4010
Equita Financial Network
Pennsylvania
$428K +$150K +587 +51%
HFRG
4011
Houlihan Financial Resource Group
Virginia
$428K -$25.2K -99 -5%
BIA
4012
Bell Investment Advisors
California
$427K +$9.18K +36 +2%
BAWM
4013
Bennett Associates Wealth Management
Pennsylvania
$426K -$31.6K -124 -7%
NRWA
4014
North Ridge Wealth Advisors
Oregon
$426K
BF
4015
Brogan Financial
Tennessee
$426K +$101K +397 +30%
EAM
4016
Everstar Asset Management
North Carolina
$426K +$192K +753 +77%
HWMC
4017
Heritage Wealth Management (California)
California
$425K +$4.59K +18 +1%
ST
4018
Sageworth Trust
Pennsylvania
$425K +$1.53K +6 +0.3%
AFGAS
4019
Allegiance Financial Group Advisory Services
Virginia
$425K +$69.6K +273 +19%
PWMG
4020
Private Wealth Management Group
New Jersey
$425K +$26K +102 +6%
LFA
4021
Level Financial Advisors
New York
$424K
AMG
4022
Asset Management Group
Connecticut
$424K +$2.04K +8 +0.5%
BI
4023
Binnacle Investments
Iowa
$424K +$440K +1,727 New
GA
4024
Gordian Advisors
Arizona
$424K
WFS
4025
Widmann Financial Services
Maryland
$422K

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.