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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
MGAM
4051
McGowan Group Asset Management
Texas
$404K +$4.59K +18 +1%
TLA
4052
Tanglewood Legacy Advisors
Texas
$403K -$3.31K -13 -0.8%
AIFAIM
4053
American Institute for Advanced Investment Management
Arizona
$402K +$76.5K +300 +22%
KWA
4054
Kellett Wealth Advisors
Ohio
$401K +$38.8K +152 +10%
TLFA
4055
True Link Financial Advisors
California
$401K +$98.4K +386 +31%
CWA
4056
CogentBlue Wealth Advisors
Tennessee
$401K +$151K +594 +57%
PWM
4057
Pinnacle Wealth Management
California
$400K -$2.13M -8,359 -84%
AWC
4058
Adamsbrown Wealth Consultants
Kansas
$399K +$50.5K +198 +14%
MQWP
4059
Morey & Quinn Wealth Partners
Nebraska
$399K +$35.2K +138 +9%
SWIA
4060
Solano Wealth Investment Advisors
California
$399K -$255 -1 -0.1%
FAM
4061
Flaharty Asset Management
Florida
$399K -$25.5K -100 -6%
PBF
4062
Petix & Botte Financial
California
$396K
PWA
4063
Physician Wealth Advisors
Utah
$394K -$1.53K -6 -0.4%
PCA
4064
Private Capital Advisors
Connecticut
$392K
CA
4065
CWC Advisors
Oregon
$392K +$408K +1,599 New
WQ
4066
Wealth Quarterback
New Jersey
$391K -$7.9K -31 -2%
SGI
4067
Swan Global Investments
Colorado
$391K +$119K +465 +41%
NPI
4068
New Perspectives Inc
Mississippi
$391K
EI
4069
EDMP Inc
Florida
$390K -$14.3K -56 -3%
AWAU
4070
Alliance Wealth Advisors (Utah)
Utah
$390K -$7.14K -28 -2%
FYW
4071
Future You Wealth
New York
$389K -$7.14K -28 -2%
SA
4072
Shilanski & Associates
Alaska
$388K -$2.29K -9 -0.6%
CWA
4073
Cura Wealth Advisors
Illinois
$388K +$129K +506 +47%
ELM
4074
Elite Life Management
Florida
$386K +$9.69K +38 +2%
SAM
4075
Seelaus Asset Management
New Jersey
$386K -$5.1K -20 -1%

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.