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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
DWM
4226
David Wealth Management
Virginia
$316K -$2.04K -8 -0.6%
EC
4227
Eaton-Cambridge
Arizona
$315K -$2.04K -8 -0.6%
D
4228
Dentgroup
Louisiana
$315K -$4.08K -16 -1%
WN
4229
Williams & Novak
California
$315K +$11K +43 +3%
WCP
4230
Wick Capital Partners
Pennsylvania
$315K
SCM
4231
Sage Capital Management
New Jersey
$314K +$1.02K +4 +0.3%
CWA
4232
Continuum Wealth Advisors
New York
$314K -$64.5K -253 -16%
KFP
4233
Keener Financial Planning
Texas
$314K -$76.5K -300 -19%
GCM
4234
G2 Capital Management
Ohio
$314K +$8.41K +33 +3%
AW
4235
Avion Wealth
Texas
$313K
VWM
4236
Verus Wealth Management
Wisconsin
$313K -$30.3K -119 -9%
GRA
4237
Golden Road Advisors
Florida
$313K -$4.33K -17 -1%
MFS
4238
Madrona Financial Services
Washington
$313K -$255 -1 -0.1%
IPA
4239
Investment Planning Advisors
Georgia
$312K -$3.06K -12 -0.9%
AWM
4240
Austin Wealth Management
Texas
$312K +$48.2K +189 +17%
PSC
4241
Prentiss Smith & Co
Vermont
$311K
PIWA
4242
Prevail Innovative Wealth Advisors
Kansas
$311K +$55.1K +216 +21%
RCM
4243
Richardson Capital Management
Wisconsin
$311K +$274K +1,074 +559%
IHWM
4244
Iron Horse Wealth Management
Iowa
$310K +$25.7K +101 +9%
RL
4245
Retireful LLC
Michigan
$310K -$24.2K -95 -7%
GWSA
4246
Global Wealth Strategies & Associates
Colorado
$310K +$32.4K +127 +11%
B
4247
Bellecapital
Switzerland
$310K +$35.7K +140 +12%
PPH
4248
Pure Portfolios Holdings
Oregon
$309K +$77.8K +305 +32%
VAM
4249
Verity Asset Management
North Carolina
$308K -$6.37K -25 -2%
MLFP
4250
MPS Loria Financial Planners
Illinois
$308K +$510 +2 +0.2%

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.