We are live on ! Find out more
JPM icon

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
SBCM
4251
Silverberg Bernstein Capital Management
New York
$308K
W
4252
WPWealth
Texas
$307K -$189K -741 -37%
CWM
4253
CarsonAllaria Wealth Management
Illinois
$307K -$8.41K -33 -3%
EP
4254
Essential Planning
New Hampshire
$306K -$21.3M -83,642 -99%
FWM
4255
FMB Wealth Management
California
$305K +$1.27K +5 +0.4%
2L
4256
25 LLC
Missouri
$305K +$38.2K +150 +14%
CA
4257
Crane Advisory
California
$305K
PIA
4258
Panoramic Investment Advisors
Colorado
$305K -$255 -1 -0.1%
FA
4259
Fortis Advisors
Pennsylvania
$304K +$40K +157 +15%
FCM
4260
Family Capital Management
Michigan
$303K +$315K +1,237 New
CMP
4261
Coston McIsaac & Partners
Maine
$303K
EC
4262
EntryPoint Capital
New York
$301K +$313K +1,228 New
UWM
4263
USAdvisors Wealth Management
Minnesota
$301K -$18.9K -74 -6%
TIA
4264
Tandem Investment Advisors
South Carolina
$300K -$309K -1,212 -50%
WMN
4265
Wealth Management Nebraska
Nebraska
$300K +$87.2K +342 +39%
GWA
4266
Geometric Wealth Advisors
District of Columbia
$300K +$4.84K +19 +2%
FFP
4267
Freedom Financial Partners
Minnesota
$298K -$1.02K -4 -0.3%
MFGP
4268
Marshall Financial Group (Pennsylvania)
Pennsylvania
$298K
SC
4269
Schubert & Co
Texas
$297K +$79K +310 +34%
FCC
4270
Flower City Capital
New York
$297K
PRRFG
4271
Paul R. Ried Financial Group
Washington
$297K -$7.14K -28 -2%
KFG
4272
Kelly Financial Group
Connecticut
$295K +$4.33K +17 +1%
AP
4273
Aspect Partners
Virginia
$295K -$1.78K -7 -0.6%
WFP
4274
Wrenne Financial Planning
Kentucky
$294K -$9.43K -37 -3%
QCIG
4275
Quad-Cities Investment Group
Iowa
$293K -$4.84K -19 -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.