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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
HAFS
4501
Hapanowicz & Associates Financial Services
Pennsylvania
$209K -$5.61K -22 -3%
MJP
4502
Michael J. Puzo
$209K
ES
4503
ETF Store
Kansas
$208K -$25.7K -101 -11%
GCM
4504
Gallacher Capital Management
Colorado
$208K +$216K +849 New
MAMG
4505
Milestone Asset Management Group
Connecticut
$208K +$255 +1 +0.1%
CIM
4506
Confluence Investment Management
Missouri
$208K -$765 -3 -0.4%
RA
4507
Rodgers & Associates
Pennsylvania
$208K
CCMT
4508
CMT Capital Markets Trading
Germany
$208K +$216K +849 New
EWA
4509
Elevate Wealth Advisory
Georgia
$207K +$215K +845 New
EWM
4510
Endowment Wealth Management
Wisconsin
$207K +$215K +843 New
PI
4511
Pachira Investments
California
$207K +$217K +852 New
RC
4512
Rahlfs Capital
Texas
$206K
EIA
4513
Eastover Investment Advisors
North Carolina
$205K -$7.14K -28 -3%
BCWM
4514
Ball & Co Wealth Management
Tennessee
$204K +$1.02K +4 +0.5%
GK
4515
Graney & King
New York
$204K +$15K +59 +8%
SWA
4516
ShankerValleau Wealth Advisors
Illinois
$204K +$212K +831 New
FWM
4517
Fonville Wealth Management
Virginia
$204K +$212K +831 New
ACM
4518
Alamar Capital Management
California
$204K -$48.4K -190 -19%
BWA
4519
BCU Wealth Advisors
Illinois
$203K +$211K +829 New
BF
4520
Bonfire Financial
Colorado
$203K +$211K +828 New
CISOA
4521
Capital Investment Services of America
Wisconsin
$203K +$211K +827 New
HCC
4522
Hirtle Callaghan & Co
Pennsylvania
$203K -$39.8K -156 -16%
HC
4523
Headland Capital
South Carolina
$202K +$210K +822 New
CDWM
4524
Campbell Deegan Wealth Management
Virginia
$201K -$18.4K -72 -8%
FCMC
4525
Founders Capital Management (Connecticut)
Connecticut
$200K +$208K +817 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.