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
RPA
4451
Rock Point Advisors
Vermont
$227K
SCA
4452
Sander Capital Advisors
Washington
$227K
TF
4453
Theory Financial
Colorado
$227K
AAS
4454
AdviceOne Advisory Services
Connecticut
$227K -$7.9K -31 -3%
PWA
4455
PCG Wealth Advisors
Kansas
$227K -$53.3K -209 -18%
MFG
4456
Midwest Financial Group
Kansas
$226K +$765 +3 +0.3%
RFG
4457
REAP Financial Group
Texas
$226K +$93.8K +368 +67%
TCTWM
4458
Three Cord True Wealth Management
Pennsylvania
$226K +$20.4K +80 +10%
LFP
4459
Leeward Financial Partners
Washington
$226K -$1.78K -7 -0.8%
BWG
4460
Beta Wealth Group
California
$226K +$255 +1 +0.1%
BFA
4461
Brown Financial Advisory
Alabama
$225K +$234K +918 New
UFF
4462
USA Financial Formulas
Michigan
$225K +$234K +918 New
DC
4463
Diametric Capital
Massachusetts
$225K -$609K -2,387 -72%
ACM
4464
Aurdan Capital Management
Pennsylvania
$224K -$61.2K -240 -21%
AAM
4465
Ameraudi Asset Management
New York
$224K
DK
4466
David Kennon
Florida
$223K
AC
4467
Attessa Capital
Arizona
$223K
HCRE
4468
Hoya Capital Real Estate
Connecticut
$223K
KRW
4469
Kaufman Rossin Wealth
Florida
$223K +$232K +909 New
VPWA
4470
Vestia Personal Wealth Advisors
Indiana
$223K -$64.8K -254 -22%
AFG
4471
Altiora Financial Group
Ohio
$223K
HSWS
4472
Higgins & Schmidt Wealth Strategies
Colorado
$222K +$510 +2 +0.2%
GCM
4473
Gator Capital Management
Florida
$222K
BWMG
4474
Barnes Wealth Management Group
California
$222K +$1.27K +5 +0.6%
TCOK
4475
Trust Company of Kansas
Kansas
$221K

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.