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
VW
4351
Veridan Wealth
Oregon
$264K +$3.31K +13 +1%
TCM
4352
Tradewinds Capital Management
Washington
$264K
KLI
4353
Kelman-Lazarov Inc
Tennessee
$264K +$14.5K +57 +6%
CWMGP
4354
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$264K +$765 +3 +0.3%
CC
4355
Capstone Capital
Nevada
$263K -$31.9K -125 -10%
AIP
4356
Arrowpoint Investment Partners
Singapore
$263K +$274K +1,073 New
NOI
4357
Newton One Investments
Delaware
$262K +$1.27K +5 +0.5%
EP
4358
EPIQ Partners
Minnesota
$262K
OCFG
4359
O'Connor Financial Group
Illinois
$262K +$1.27K +5 +0.5%
RIM
4360
Reliant Investment Management
Tennessee
$262K +$40K +157 +17%
AWM
4361
AAF Wealth Management
Massachusetts
$262K -$9.43K -37 -3%
BBNB
4362
Baker Boyer National Bank
Washington
$261K -$3.31K -13 -1%
TPCM
4363
Templeton & Phillips Capital Management
Tennessee
$261K
NERM
4364
New England Research & Management
Illinois
$261K
PA
4365
Parkside Advisors
California
$261K
4WM
4366
4J Wealth Management
Virginia
$261K +$34.4K +135 +15%
LPP
4367
Life Planning Partners
Florida
$261K
AFS
4368
AFG Fiduciary Services
Massachusetts
$260K -$5.1K -20 -2%
LL
4369
LPWM LLC
Minnesota
$260K -$12.7K -50 -5%
LSC
4370
Lesa Sroufe & Co
Washington
$260K +$270K +1,061 New
TFP
4371
Traction Financial Partners
Wyoming
$259K -$206K -809 -43%
HWP
4372
Hibernia Wealth Partners
Louisiana
$259K -$642K -2,518 -70%
CFM
4373
Comprehensive Financial Management
California
$258K
ZAM
4374
Zevin Asset Management
Massachusetts
$258K -$118K -462 -31%
LKIM
4375
Lawson Kroeker Investment Management
Nebraska
$256K

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.