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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
CFO
4176
Custos Family Office
Texas
$337K +$59.7K +234 +21%
EW
4177
Entruity Wealth
California
$336K
MA
4178
Mezzasalma Advisors
New Jersey
$336K +$23.7K +93 +7%
CA
4179
Cumberland Advisors
Florida
$335K +$4.33K +17 +1%
VPF
4180
Vantage Point Financial
Illinois
$335K +$75.2K +295 +28%
RLIM
4181
Red Lighthouse Investment Management
New York
$335K +$255 +1 +0.1%
CIAS
4182
CBIZ Investment Advisory Services
Ohio
$335K +$29.3K +115 +9%
ORI
4183
Oak Ridge Investments
Illinois
$335K
IWM
4184
IMG Wealth Management
Florida
$334K +$2.29K +9 +0.7%
TCMP
4185
Thrive Capital Management (Pennsylvania)
Pennsylvania
$333K +$347K +1,360 New
EE
4186
EWG Elevate
California
$333K -$10.7K -42 -3%
ACP
4187
Arcus Capital Partners
Georgia
$333K -$54.3K -213 -14%
WI
4188
WBI Investments
New Jersey
$333K +$346K +1,358 New
BPWM
4189
Black Point Wealth Management
Florida
$333K -$190K -744 -35%
FWA
4190
FOCUS Wealth Advisors
Texas
$332K +$17.6K +69 +5%
HA
4191
Hanover Advisors
South Carolina
$332K +$37.5K +147 +12%
WCM
4192
Wealthcare Capital Management
Virginia
$332K +$64.2K +252 +23%
DFP
4193
Defined Financial Planning
California
$332K +$42.3K +166 +14%
GFG
4194
Grantvest Financial Group
New Jersey
$332K -$64.5K -253 -16%
KWA
4195
Kondo Wealth Advisors
California
$331K +$8.16K +32 +2%
JRFS
4196
James Reed Financial Services
Ohio
$331K
PP
4197
PrairieView Partners
Minnesota
$331K +$12.7K +50 +4%
YWM
4198
Yoder Wealth Management
California
$330K -$23.2K -91 -6%
HIM
4199
Harbour Investment Management
Washington
$330K
WA
4200
Whipplewood Advisors
Colorado
$330K +$2.09M +8,194 +609%

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.