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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
GA
4201
Greenspring Advisors
Maryland
$329K -$29.8K -117 -8%
PFP
4202
Paragon Financial Partners
California
$329K -$35.7K -140 -9%
MPM
4203
MBB Public Markets
Illinois
$329K -$5.56M -21,790 -94%
NQWM
4204
Northwest Quadrant Wealth Management
Oregon
$328K +$1.02K +4 +0.3%
SWA
4205
Strata Wealth Advisors
Texas
$328K +$2.55K +10 +0.8%
JPLA
4206
Joseph P. Lucia & Associates
New York
$328K
UFA
4207
US Financial Advisors
Massachusetts
$327K +$340K +1,335 New
WWM
4208
Wiser Wealth Management
Georgia
$327K +$14.5K +57 +4%
IW
4209
Instrumental Wealth
Florida
$327K -$8.41K -33 -2%
TWM
4210
Tumwater Wealth Management
Idaho
$326K
PPWM
4211
Perissos Private Wealth Management
Oklahoma
$324K
WPWM
4212
Western Pacific Wealth Management
Illinois
$323K
SHIM
4213
Stone House Investment Management
Pennsylvania
$322K +$84.1K +330 +34%
DP
4214
Denver PWM
Colorado
$322K +$175K +688 +110%
CCM
4215
Cutler Capital Management
Massachusetts
$321K +$31.1K +122 +10%
LAM
4216
Lountzis Asset Management
Pennsylvania
$320K -$15K -59 -4%
PTCG
4217
Pring Turner Capital Group
California
$320K
LFASL
4218
Lugano Financial Advisors SA (LFA)
Switzerland
$319K -$48.4K -190 -13%
PCC
4219
Park Circle Company
Maryland
$319K
LOIP
4220
Live Oak Investment Partners
Texas
$319K +$331K +1,299 New
IWS
4221
Integrity Wealth Solutions
Colorado
$318K +$255 +1 +0.1%
AWMG
4222
ADG Wealth Management Group
Louisiana
$317K +$43.9K +172 +15%
AFAS
4223
Acorn Financial Advisory Services
Virginia
$317K -$187K -732 -36%
WH
4224
Whitcomb & Hess
Ohio
$317K +$1.27K +5 +0.4%
EW
4225
Enzi Wealth
Texas
$316K -$3.06K -12 -0.9%

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.