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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
GBA
4476
Garrison Bradford & Associates
New York
$221K
GAM
4477
GEM Asset Management
Michigan
$221K
CQWA
4478
Chokshi & Queen Wealth Advisors
California
$220K
RWM
4479
Rialto Wealth Management
New York
$219K -$249K -976 -52%
MSFP
4480
Mark Sheptoff Financial Planning
Connecticut
$218K -$204K -800 -46%
DC
4481
Dahring Cusmano
Michigan
$217K -$252K -988 -53%
IP
4482
Integras Partners
Georgia
$217K -$2.04K -8 -0.9%
MKW
4483
Mullaney, Keating & Wright
Connecticut
$217K
CWP
4484
Corepath Wealth Partners
Arizona
$216K -$3.82K -15 -2%
SH
4485
SLT Holdings
Arizona
$216K +$11.7K +46 +6%
CCAL
4486
City Center Advisors LLC
Michigan
$215K +$224K +877 New
CIG
4487
CHB Investment Group
Pennsylvania
$215K
PFM
4488
Peak Financial Management
Massachusetts
$214K +$6.63K +26 +3%
SSWG
4489
Seven Springs Wealth Group
Tennessee
$213K +$222K +869 New
TI
4490
TrueMark Investments
Illinois
$213K +$221K +867 New
BWG
4491
Boomfish Wealth Group
Georgia
$212K -$13.8K -54 -6%
LFA
4492
Legend Financial Advisors
Pennsylvania
$212K
JWM
4493
JFG Wealth Management
Colorado
$211K -$169K -661 -43%
FCM
4494
Fortis Capital Management
Washington
$211K +$219K +860 New
LAM
4495
Lummis Asset Management
Texas
$210K +$172K +676 +371%
BFS
4496
Beacon Financial Strategies
North Carolina
$210K -$1.53K -6 -0.7%
WIP
4497
WealthCare Investment Partners
Rhode Island
$210K +$1.02K +4 +0.4%
CCMIC
4498
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$210K -$1.12M -4,380 -84%
AI
4499
Auour Investments
Massachusetts
$209K
PFC
4500
Phocas Financial Corp
California
$209K +$217K +851 New

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.