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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
ACM
4101
Avalon Capital Management
California
$372K
HGA
4102
Hobbs Group Advisors
South Carolina
$371K -$1.53K -6 -0.4%
IFA
4103
Index Fund Advisors
California
$371K -$349K -1,368 -48%
B
4104
Barings
North Carolina
$371K -$81.1K -318 -17%
SFMG
4105
Sage Financial Management Group
Virginia
$370K
MWA
4106
Muirfield Wealth Advisors
North Carolina
$370K +$3.57K +14 +0.9%
CWM
4107
ClientFirst Wealth Management
Arkansas
$369K
RCI
4108
RS Crum Inc
California
$369K -$765 -3 -0.2%
MGIA
4109
Matthew Goff Investment Advisor
Texas
$369K -$34.9K -137 -8%
HC
4110
Hendley & Co
Ohio
$368K +$382K +1,500 New
CC
4111
Colrain Capital
Massachusetts
$368K
HP
4112
Highlander Partners
Texas
$368K
MGWA
4113
Monument Group Wealth Advisors
Massachusetts
$368K
BWM
4114
Boyd Wealth Management
California
$367K
MAM
4115
Mainsail Asset Management
Alabama
$367K +$26.5K +104 +7%
SWM
4116
Seed Wealth Management
Illinois
$367K
PRI
4117
Prepared Retirement Institute
Pennsylvania
$367K -$104K -409 -21%
KIA
4118
Kraematon Investment Advisors
Massachusetts
$365K -$765 -3 -0.2%
CFGA
4119
Cambridge Financial Group (Arizona)
Arizona
$364K
APM
4120
Advanced Portfolio Management
New York
$363K +$377K +1,478 New
JCM
4121
Jag Capital Management
Missouri
$362K
MAM
4122
Meeder Asset Management
Ohio
$361K +$193K +757 +106%
BWP
4123
BlueStem Wealth Partners
Minnesota
$360K +$7.9K +31 +2%
WWP
4124
Wise Wealth Partners
Arizona
$359K +$1.78K +7 +0.5%
EMC
4125
Everest Management Corp
California
$359K +$24.7K +97 +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.