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
EI
4526
eCIO Inc
Wisconsin
$200K +$208K +814 New
FA
4527
Financial Avengers
California
$200K -$14.8K -58 -7%
XC
4528
XY Capital
Hong Kong
$197K +$70.4K +276 +52%
1NWS
4529
1 North Wealth Services
Maryland
$196K +$204K +800 New
PWA
4530
Principia Wealth Advisory
Texas
$195K +$1.78K +7 +0.8%
FLP
4531
Financial Life Planners
Arizona
$195K +$24K +94 +13%
VWM
4532
Vermillion Wealth Management
Minnesota
$194K +$510 +2 +0.3%
Q1WB
4533
Quest 10 Wealth Builders
Virginia
$192K -$108K -422 -35%
PC
4534
Promus Capital
Illinois
$188K +$255 +1 +0.1%
VWA
4535
Valued Wealth Advisors
Utah
$185K
WA
4536
WPG Advisers
Maryland
$184K +$24K +94 +14%
SIM
4537
Synergy Investment Management
Florida
$182K +$8.16K +32 +5%
T
4538
Tidemark
California
$174K -$3.57K -14 -2%
NWM
4539
Navigoe Wealth Management
California
$174K -$22.9K -90 -11%
EPAM
4540
Evelyn Partners Asset Management
$174K
FNWM
4541
Financial Network Wealth Management
Utah
$173K +$181K +709 New
BFP
4542
Briaud Financial Planning
Texas
$172K
NNPTE
4543
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$171K -$28.8M -112,978 -99%
SVWA
4544
Sarver Vrooman Wealth Advisors
Missouri
$166K +$173K +677 New
MCA
4545
Maryland Capital Advisors
Maryland
$166K
TCM
4546
TD Capital Management
Tennessee
$165K -$28.3K -111 -14%
GWMI
4547
Guardian Wealth Management (Illinois)
Illinois
$164K -$7.39K -29 -4%
VFIC
4548
Valley Forge Investment Consultants
Pennsylvania
$162K
BCM
4549
Basso Capital Management
Connecticut
$160K +$12.7K +50 +8%
RCA
4550
Runnymede Capital Advisors
Ohio
$160K -$53.3K -209 -24%

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.