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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
BIAS
426
Beacon Investment Advisory Services
New Jersey
$64.7M -$1.07M -4,213 -2%
TI
427
Tidal Investments
Wisconsin
$64.2M -$3.82M -15,002 -5%
GC
428
Guggenheim Capital
Illinois
$64M -$7.19M -28,187 -10%
RMA
429
Roffman Miller Associates
Pennsylvania
$63.7M -$1.73M -6,774 -3%
NC
430
Nicholas Company
Wisconsin
$63.4M -$1.53M -6,010 -2%
DRZID
431
DePrince Race & Zollo Inc (DRZ)
Florida
$63M -$1.34M -5,267 -2%
AS
432
Aware Super
Australia
$63M
DWM
433
Dakota Wealth Management
Florida
$62.9M +$16.6M +65,148 +34%
CS
434
Cannell & Spears
New York
$62.6M +$1.34M +5,266 +2%
RIM
435
Rakuten Investment Management
Japan
$62.2M +$65.3M +256,097 New
DWP
436
Daymark Wealth Partners
Ohio
$62.1M -$25.3M -99,109 -28%
CA
437
Clearstead Advisors
Ohio
$62M -$343K -1,344 -0.5%
MG
438
Markel Group
Virginia
$62M
MIFH
439
Migdal Insurance & Financial Holdings
Israel
$61.9M -$347K -1,360 -0.5%
RBI
440
Raiffeisen Bank International
Austria
$61.8M +$50.8M +199,372 +361%
CAG
441
Crestwood Advisors Group
Massachusetts
$61.7M +$1.18M +4,624 +2%
EPIM
442
Evelyn Partners Investment Management
$61.6M +$5.57M +21,852 +10%
TAM
443
Todd Asset Management
Kentucky
$61.5M -$9.94K -39 -0%
SCTC
444
Sanibel Captiva Trust Company
Florida
$61.4M -$536K -2,102 -0.8%
Envestnet Portfolio Solutions
445
Envestnet Portfolio Solutions
Illinois
$61M -$21.2M -83,248 -25%
AI
446
Atria Investments
North Carolina
$60.8M -$4.02M -15,763 -6%
BF
447
BOK Financial
Oklahoma
$60.6M -$12.4M -48,486 -16%
FHA
448
First Horizon Advisors
Tennessee
$60.4M +$2.4M +9,402 +4%
KB
449
Kimelman & Baird
New York
$60M -$1.12M -4,387 -2%
CWM
450
Congress Wealth Management
Massachusetts
$59.6M +$12.6M +49,539 +26%

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.