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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
EA
4551
Evolution Advisers
Virginia
$159K -$1.53K -6 -0.9%
DWM
4552
Darwin Wealth Management
Florida
$158K
WAOTB
4553
Wealth Advisors of Tampa Bay
Florida
$157K +$163K +640 New
MFG
4554
Mendota Financial Group
Wisconsin
$157K -$27.5K -108 -14%
DF
4555
Dunhill Financial
United Kingdom
$153K -$28.3K -111 -15%
DF
4556
DecisionPoint Financial
Arizona
$150K
CCMI
4557
Creative Capital Management Investments
California
$147K
WCM
4558
WealthTrak Capital Management
Virginia
$146K +$6.88K +27 +5%
FNWA
4559
Financial Network Wealth Advisors
Utah
$145K +$74.2K +291 +97%
NMG
4560
New Millennium Group
Utah
$144K -$112K -439 -43%
BHWM
4561
Bay Harbor Wealth Management
Maryland
$143K +$37.7K +148 +34%
SFO
4562
Standard Family Office
South Dakota
$141K -$111K -435 -43%
SAM
4563
Sherman Asset Management
California
$140K -$1.53K -6 -1%
APW
4564
Acima Private Wealth
Virginia
$140K
WFA
4565
West Financial Advisors
Iowa
$139K -$9.43K -37 -6%
HCM
4566
Horrell Capital Management
Arkansas
$134K
DCM
4567
Davis Capital Management
Florida
$130K -$6.37K -25 -5%
CW
4568
Cooksen Wealth
Texas
$129K +$164K +643 New
CCM
4569
Cloud Capital Management
Washington
$127K +$133K +520 New
SCA
4570
Stuart Chaussee & Associates
California
$124K -$39.5K -155 -24%
AAG
4571
Accordant Advisory Group
Maryland
$123K
MFT
4572
Moisand Fitzgerald Tamayo
Florida
$122K -$5.35K -21 -4%
SRCM
4573
Signature Resources Capital Management
California
$116K
MSG
4574
Main Street Group
Virginia
$115K -$113K -444 -49%
CWP
4575
Clark Wealth Partners
Illinois
$113K +$510 +2 +0.4%

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.