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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
SWM
4401
StoneCrest Wealth Management
Arizona
$245K
SCM
4402
Stonebridge Capital Management
California
$245K
UI
4403
Unconventional Investor
New Hampshire
$244K
MA
4404
McGrath & Associates
North Carolina
$244K +$20.6K +81 +9%
MIM
4405
Macroview Investment Management
Maryland
$244K +$32.9K +129 +15%
WAM
4406
WFA Asset Management
Wisconsin
$244K +$38.8K +152 +14%
FPW
4407
Flagship Private Wealth
Massachusetts
$243K +$1.02K +4 +0.4%
HFS
4408
Hoge Financial Services
Pennsylvania
$243K +$13.3K +52 +6%
SMF
4409
Sterling Manor Financial
New York
$243K -$83.1K -326 -25%
FSCM
4410
Front Street Capital Management
Montana
$242K -$151K -591 -38%
HWM
4411
HRC Wealth Management
Idaho
$242K +$7.14K +28 +3%
W
4412
WealthCollab
Washington
$242K +$3.06K +12 +1%
BCAM
4413
Boston Common Asset Management
Massachusetts
$241K
SIM
4414
Sims Investment Management
Ohio
$241K +$251K +983 New
AA
4415
ACT Advisors
North Carolina
$241K -$11.2K -44 -4%
WWA
4416
Wealth Watch Advisors
Colorado
$240K -$98.9K -388 -28%
PA
4417
Planning Alternatives
Michigan
$239K
SL
4418
SFM LLC
New Hampshire
$238K +$248K +972 New
FFW
4419
Fusion Family Wealth
New York
$238K +$255 +1 +0.1%
WCF
4420
West Coast Financial
California
$237K
GSC
4421
Ground Swell Capital
South Carolina
$237K +$246K +965 New
KFG
4422
Kropog Financial Group
Louisiana
$236K +$1.02K +4 +0.4%
NLWP
4423
Next Level Wealth Planning
Idaho
$236K -$10.2K -40 -4%
AF
4424
AtlasMark Financial
Texas
$236K +$3.06K +12 +1%
RH
4425
RFG Holdings
Texas
$236K +$21.2K +83 +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.