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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
RFN
4126
Redwood Financial Network
Ohio
$358K +$6.37K +25 +2%
HBS
4127
Howard Bailey Securities
Indiana
$358K -$1.3M -5,115 -78%
FA
4128
Freestate Advisors
Kansas
$358K +$255 +1 +0.1%
CPA
4129
Cathy Pareto & Associates
Florida
$358K -$2.04K -8 -0.5%
UFA
4130
Uptown Financial Advisors
Texas
$358K
DWS
4131
Dynamic Wealth Strategies
California
$358K +$2.8K +11 +0.8%
LF
4132
Lighthouse Financial
Florida
$357K +$2.04K +8 +0.6%
MPPW
4133
Mitchell & Pahl Private Wealth
Oklahoma
$356K
AWP
4134
Avid Wealth Partners
Texas
$356K +$67.3K +264 +22%
DP
4135
DDD Partners
Washington
$356K +$8.92K +35 +2%
GC
4136
Gibson Capital
Pennsylvania
$355K +$21.4K +84 +6%
TFA
4137
Tobias Financial Advisors
Florida
$354K
RK
4138
Rather & Kittrell
Tennessee
$354K +$8.16K +32 +2%
SCM
4139
Saxony Capital Management
Missouri
$353K +$64.8K +254 +21%
PWM
4140
Penobscot Wealth Management
Maine
$353K +$4.08K +16 +1%
W
4141
WorthPointe
California
$352K -$28.3K -111 -7%
C
4142
Covestor
United Kingdom
$351K -$15.3K -60 -4%
Eagle Capital Management (New York)
4143
Eagle Capital Management (New York)
New York
$351K +$81.6K +320 +29%
HWM
4144
Hobbs Wealth Management
Indiana
$350K +$1.53K +6 +0.4%
NEPPG
4145
New England Professional Planning Group
Rhode Island
$350K -$26.5K -104 -7%
CFP
4146
Cypress Financial Planning
New Jersey
$350K +$1.53K +6 +0.4%
TWM
4147
Trevian Wealth Management
Massachusetts
$350K -$21.2K -83 -5%
HIS
4148
Horizon Investment Services
Indiana
$350K -$6.37K -25 -2%
HWMT
4149
Heritage Wealth Management (Texas)
Texas
$349K +$255 +1 +0.1%
CWA
4150
Clarus Wealth Advisors
Arizona
$348K +$127K +498 +50%

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.