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
GFP
4301
Guardian Financial Partners
California
$285K -$9.69K -38 -3%
ZRP
4302
Zynergy Retirement Planning
New Jersey
$285K
STCOSD
4303
Sageworth Trust Company of South Dakota
South Dakota
$285K +$296K +1,160 New
HC
4304
Hoese & Co
Minnesota
$285K
MFG
4305
MTM Financial Group
Pennsylvania
$284K
SPA
4306
Sherbrooke Park Advisers
New York
$282K +$293K +1,151 New
PCMK
4307
Paragon Capital Management (Kansas)
Kansas
$282K -$82.6K -324 -22%
FW
4308
Fidato Wealth
Ohio
$282K
DCM
4309
DGS Capital Management
New Jersey
$282K +$28.6K +112 +11%
WFA
4310
Websterrogers Financial Advisors
South Carolina
$282K
OWM
4311
Opes Wealth Management
California
$280K +$21.4K +84 +8%
HI
4312
Human Investing
Oregon
$279K +$23.2K +91 +9%
CIA
4313
Caerus Investment Advisors
Texas
$278K
QP
4314
Quartz Partners
New York
$277K +$50K +196 +21%
JWM
4315
JDH Wealth Management
California
$277K
AWM
4316
Act Wealth Management
Texas
$276K -$14.8K -58 -5%
VI
4317
VanderPol Investments
Michigan
$275K +$2.55K +10 +0.9%
HFF
4318
Halter Ferguson Financial
Indiana
$274K -$51.5K -202 -15%
OWM
4319
Orgel Wealth Management
Wisconsin
$274K -$5.61K -22 -2%
AAM
4320
Auxier Asset Management
Oregon
$274K
SA
4321
Skyline Advisors
Washington
$273K -$76.2K -299 -21%
SCM
4322
Stonehearth Capital Management
Massachusetts
$273K
PC
4323
Prairiewood Capital
North Dakota
$273K -$24K -94 -8%
WCM
4324
Warburton Capital Management
Oklahoma
$273K +$284K +1,115 New
JSA
4325
Jim Saulnier & Associates
Colorado
$273K +$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.