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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
DWA
4026
Delta Wealth Advisors
Indiana
$422K
VBWMG
4027
Von Berge Wealth Management Group
California
$421K +$1.53K +6 +0.3%
BGA
4028
Battery Global Advisors
Massachusetts
$421K +$255 +1 +0.1%
TFA
4029
Toth Financial Advisory
Virginia
$421K
GCWM
4030
Graham Capital Wealth Management
District of Columbia
$420K +$9.69K +38 +2%
KL
4031
KWMG LLC
Kansas
$420K +$4.33K +17 +1%
DC
4032
Defender Capital
North Carolina
$419K -$35.7K -140 -8%
NRW
4033
Nova R Wealth
Kansas
$418K +$63.5K +249 +17%
WAM
4034
Worth Asset Management
Texas
$418K -$16.6K -65 -4%
PWP
4035
Prasad Wealth Partners
Ohio
$418K +$50.7K +199 +13%
EWM
4036
Echo Wealth Management
Minnesota
$417K
JGIA
4037
Jackson Grant Investment Advisers
Connecticut
$416K -$65.3K -256 -13%
IA
4038
IMZ Advisory
Florida
$415K -$22.9K -90 -5%
AFO
4039
Allie Family Office
Florida
$415K -$982K -3,850 -69%
MSF
4040
Mustard Seed Financial
Arkansas
$414K
IFO
4041
Independent Family Office
New York
$412K
LD
4042
Lipe & Dalton
New York
$409K -$34.4K -135 -8%
APWM
4043
Argonautica Private Wealth Management
Massachusetts
$407K -$24.5K -96 -5%
RAM
4044
Riggs Asset Management
Pennsylvania
$407K -$14.3K -56 -3%
DW
4045
Dodds Wealth
Colorado
$407K
EFG
4046
Elm3 Financial Group
Georgia
$406K -$5.1K -20 -1%
CS
4047
CapitalatWork SA
$406K
RRCM
4048
Rappaport Reiches Capital Management
Illinois
$406K +$150K +587 +55%
EWA
4049
Emergent Wealth Advisors
New York
$406K -$95.1K -373 -18%
GCA
4050
Genesee Capital Advisors
New York
$404K +$1.53K +6 +0.4%

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.