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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
KAM
4151
Knightsbridge Asset Management
California
$347K +$361K +1,416 New
JHC
4152
J. Hagan Capital
Kentucky
$347K +$369K +1,449 New
CFSG
4153
Clark Financial Services Group
Missouri
$347K +$48.9K +192 +16%
VBFP
4154
Valtinson Bruner Financial Planning
Minnesota
$347K -$16.8K -66 -4%
LA
4155
Lakeside Advisors
Washington
$347K -$11.5K -45 -3%
PVAMC
4156
PPS&V Asset Management Consultants
Michigan
$346K +$5.35K +21 +2%
PFG
4157
Pinnacle Financial Group
Illinois
$346K +$3.57K +14 +1%
LC
4158
Lavaca Capital
Texas
$345K -$48.4K -190 -12%
BOSSRA
4159
B.O.S.S. Retirement Advisors
Utah
$345K -$3.57K -14 -1%
MPW
4160
MGO Private Wealth
California
$344K
CCM
4161
Chiron Capital Management
Florida
$343K
SIM
4162
Sterling Investment Management
Arizona
$343K
CWA
4163
Cascade Wealth Advisors
Washington
$342K
AL
4164
ACAS LLC
California
$342K +$26.8K +105 +8%
CCC
4165
Chelsea Counsel Company
California
$341K
AWM
4166
Able Wealth Management
New Jersey
$341K +$510 +2 +0.1%
BIM
4167
Bullseye Investment Management
Ohio
$341K +$354K +1,388 New
NCMW
4168
Northern Capital Management (Washington)
Washington
$340K
SA
4169
Sicart Associates
New York
$340K
OPWM
4170
Oregon Pacific Wealth Management
Oregon
$339K +$30.8K +121 +10%
FFC
4171
Frederick Financial Consultants
Maryland
$338K +$66K +259 +23%
TW
4172
Towerpoint Wealth
California
$338K -$26K -102 -7%
VR
4173
Valued Retirements
Texas
$338K +$21.7K +85 +7%
AWM
4174
Avondale Wealth Management
Texas
$337K
PFA
4175
Plotkin Financial Advisors
Maryland
$337K +$2.55K +10 +0.7%

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.