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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
RWML
4376
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$255K -$17.6K -69 -6%
PFA
4377
Petra Financial Advisors
Colorado
$255K -$15K -59 -5%
LAMC
4378
Longview Asset Management (California)
California
$255K -$12.7K -50 -5%
BAS
4379
Brueske Advisory Services
Washington
$255K -$765 -3 -0.3%
IAA
4380
Ironsides Asset Advisors
North Carolina
$253K
AC
4381
Annandale Capital
Texas
$252K -$12.5K -49 -5%
JWM
4382
Jackson Wealth Management
Florida
$252K +$11K +43 +4%
FP
4383
FFG Partners
Florida
$252K +$262K +1,026 New
AV
4384
Aspiring Ventures
Ohio
$251K -$40.5K -159 -14%
PSP
4385
Pacific Sage Partners
Washington
$250K -$5.61K -22 -2%
LAM
4386
Lifestyle Asset Management
Texas
$249K -$16.8K -66 -6%
DKCM
4387
Davidson Kahn Capital Management
California
$249K +$44.6K +175 +21%
KA
4388
Kure Advisory
Minnesota
$249K +$259K +1,015 New
MA
4389
MAS Advisors
Florida
$248K +$255 +1 +0.1%
FGG
4390
Financial Guidance Group
Florida
$248K +$29.8K +117 +13%
WFA
4391
Wade Financial Advisory
California
$248K -$8.67K -34 -3%
PS
4392
Pinney & Scofield
Massachusetts
$248K +$51K +200 +25%
SF
4393
SWP Financial
California
$247K -$13.3K -52 -5%
CWM
4394
Concentrum Wealth Management
California
$247K +$17.1K +67 +7%
VSQM
4395
V-Square Quantitative Management
Illinois
$247K +$8.16K +32 +3%
KWM
4396
Kiker Wealth Management
Georgia
$246K +$256K +1,003 New
RIS
4397
Richmond Investment Services
Wisconsin
$245K -$12.5K -49 -5%
FSWA
4398
Financial Synergies Wealth Advisors
Texas
$245K +$2.55K +10 +1%
BAM
4399
BOCHK Asset Management
Hong Kong
$245K
BT
4400
Brandywine Trust
Delaware
$245K

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.