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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
LIA
4426
LifePlan Investment Advisors
North Carolina
$235K
CMMS
4427
Comprehensive Money Management Services
Florida
$235K +$3.06K +12 +1%
BDPWM
4428
Barnes Dennig Private Wealth Management
Ohio
$235K +$244K +959 New
EIP
4429
Ellis Investment Partners
Pennsylvania
$235K +$244K +958 New
PP
4430
PFS Partners
New Jersey
$234K +$255 +1 +0.1%
WI
4431
Westbourne Investments
Virginia
$234K -$38.2K -150 -14%
AWP
4432
Astra Wealth Partners
New Jersey
$234K +$5.35K +21 +2%
CIC
4433
Chase Investment Counsel
Virginia
$234K -$12.5K -49 -5%
CCM
4434
Check Capital Management
California
$233K +$2.8K +11 +1%
AC
4435
Avant Capital
Louisiana
$233K +$1.27K +5 +0.5%
CI
4436
Carroll Investors
South Carolina
$233K
NFW
4437
Noble Family Wealth
Florida
$233K
TCCM
4438
Timber Creek Capital Management
Massachusetts
$233K
TCFP
4439
Treasure Coast Financial Planning
Florida
$233K
MWM
4440
Magnolia Wealth Management
Alabama
$233K
IWB
4441
Innovative Wealth Building
Maryland
$231K +$22.2K +87 +10%
CB
4442
Chris Bulman
California
$230K +$17.3K +68 +8%
FS
4443
Ferguson Shapiro
Georgia
$230K -$13.5K -53 -5%
BBW
4444
Blue Barn Wealth
Utah
$230K -$3.31K -13 -1%
CWM
4445
CMH Wealth Management
New Hampshire
$229K -$10.2K -40 -4%
CCA
4446
Conservest Capital Advisors
Pennsylvania
$229K +$238K +933 New
SSCM
4447
Spectrum Strategic Capital Management
Oregon
$229K -$255 -1 -0.1%
SFG
4448
Synergy Financial Group
California
$228K -$3.31K -13 -1%
MW
4449
Members Wealth
Pennsylvania
$228K +$20.6K +81 +10%
BHWA
4450
Beacon Harbor Wealth Advisors
Virginia
$227K

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.