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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
PIN
4076
Prudent Investors Network
California
$386K
GWM
4077
Gitterman Wealth Management
New Jersey
$385K +$2.8K +11 +0.7%
GWM
4078
GK Wealth Management
Nevada
$385K -$27K -106 -6%
IWN
4079
Independent Wealth Network
Iowa
$384K -$42.8K -168 -10%
FEM
4080
Fulcrum Equity Management
Texas
$384K -$3.31K -13 -0.8%
KCM
4081
Kendall Capital Management
Maryland
$383K
RIP
4082
RAM Investment Partners
Washington
$383K +$24K +94 +6%
PD
4083
Planning Directions
Pennsylvania
$383K +$398K +1,560 New
FDS
4084
Freedom Day Solutions
Texas
$382K -$130K -510 -25%
BLAM
4085
Bourne Lent Asset Management
New York
$380K
FSBI
4086
Fearless Solutions (Best Invest)
Texas
$380K +$4.33K +17 +1%
RCM
4087
Ridgepath Capital Management
Tennessee
$380K +$1.53K +6 +0.4%
SFG
4088
Sterling Financial Group
California
$379K -$28.6K -112 -7%
Betterment LLC
4089
Betterment LLC
New York
$379K -$72.9K -286 -16%
AA
4090
Acorns Advisers
California
$379K +$25.5K +100 +7%
JWM
4091
Jupiter Wealth Management
Colorado
$379K +$98.7K +387 +37%
CFS
4092
Cannon Financial Strategists
Georgia
$378K
MCM
4093
MontVue Capital Management
Virginia
$378K
AWA
4094
AmeriServ Wealth Advisors
Pennsylvania
$378K -$132K -519 -25%
NCFG
4095
New Century Financial Group
New Jersey
$378K -$1.21M -4,751 -76%
VIM
4096
VELA Investment Management
Ohio
$377K
LFS
4097
Lutz Financial Services
Nebraska
$375K -$11K -43 -3%
ACA
4098
Ascension Capital Advisors
Texas
$373K
YCG
4099
Yeomans Consulting Group
Georgia
$372K +$13.3K +52 +4%
BFS
4100
Baskin Financial Services
Ontario, Canada
$372K -$34.7K -136 -8%

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.