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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
FWSM
4276
First Wilshire Securities Management
California
$293K -$2.55K -10 -0.8%
CWMA
4277
Capstone Wealth Management (Alabama)
Alabama
$292K
TFG
4278
Tilson Financial Group
New Jersey
$292K -$24.7K -97 -8%
RRWA
4279
Rainey & Randall Wealth Advisors
Florida
$292K +$303K +1,190 New
HWA
4280
Hilltop Wealth Advisors
North Carolina
$291K +$33.9K +133 +13%
CSIA
4281
Conrad Siegel Investment Advisors
Pennsylvania
$291K +$13.5K +53 +5%
CWMS
4282
Cannon Wealth Management Services
North Carolina
$290K +$1.02K +4 +0.3%
OBWP
4283
O'Brien Wealth Partners
Massachusetts
$290K +$71.4K +280 +31%
HSWM
4284
Hubbell Strickland Wealth Management
Louisiana
$289K -$15.6K -61 -5%
LGW
4285
Leslie Global Wealth
Illinois
$289K +$6.88K +27 +2%
FAC
4286
Financial Advisory Corporation
Michigan
$288K +$255 +1 +0.1%
LSWP
4287
Liberty Square Wealth Partners
Pennsylvania
$288K
IWP
4288
IAG Wealth Partners
Wisconsin
$288K
AWM
4289
Arista Wealth Management
Nevada
$288K
BA
4290
Ballew Advisors
Mississippi
$288K +$3.82K +15 +1%
DI
4291
Disciplined Investments
Oklahoma
$288K +$68.6K +269 +30%
AC
4292
AIFG Consultants
New York
$288K
CPA
4293
Clear Point Advisors
New York
$287K -$13.5K -53 -4%
SWP
4294
ShoreHaven Wealth Partners
New Jersey
$287K +$18.6K +73 +7%
MSWA
4295
Marshall & Sterling Wealth Advisors
New York
$287K +$37.2K +146 +14%
PWA
4296
Prairie Wealth Advisors
Nebraska
$286K +$255 +1 +0.1%
O3W
4297
Omni 360 Wealth
New Jersey
$286K -$11.5K -45 -4%
AAS
4298
Asset Allocation Strategies
Michigan
$286K -$14.3K -56 -5%
SWP
4299
Significant Wealth Partners
Illinois
$286K +$510 +2 +0.2%
SAM
4300
Satovsky Asset Management
New York
$286K +$2.55K +10 +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.