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JPMorgan Chase

4,667 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, 1,870 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 (+$432M)

0% less funds holding

Funds holding: 4,6684,667 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,870 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,667
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.54%
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
1,870
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
RI
4576
Ridgewood Investments
New Jersey
$111K +$5.61K +22 +5%
WTFG
4577
Wood Tarver Financial Group
Idaho
$111K +$7.9K +31 +7%
AF
4578
Abound Financial
California
$108K +$112K +440 New
PPA
4579
Painted Porch Advisors
California
$108K -$73.2K -287 -39%
NA
4580
Nordwand Advisors
Pennsylvania
$108K
CW
4581
Curio Wealth
Maryland
$106K -$95.9K -376 -99%
MWA
4582
Miller Wealth Advisors
Colorado
$105K
IWM
4583
Inlight Wealth Management
Georgia
$105K +$109K +427 New
PWM
4584
Parkworth Wealth Management
California
$105K +$510 +2 +0.5%
RTL
4585
Red Tortoise LLC
Georgia
$101K
DPW
4586
DiNuzzo Private Wealth
Pennsylvania
$98.9K
MAM
4587
Marquette Asset Management
Minnesota
$98.1K
PP
4588
Pingora Partners
Wyoming
$96.9K -$28K -110 -22%
TWD
4589
True Wealth Design
Ohio
$96.1K +$33.9K +133 +51%
SFCL
4590
Strengthening Families & Communities LLC
Massachusetts
$94.6K +$54.8K +215 +126%
UIA
4591
Ulland Investment Advisors
Minnesota
$94K +$44.6K +175 +84%
RF
4592
Robinswood Financial
Washington
$92.6K +$43.3K +170 +82%
EFMH
4593
E Fund Management (HK)
Hong Kong
$86K +$13.3K +52 +18%
RF
4594
Robbins Farley
New Hampshire
$84.9K
FCG
4595
Financial Connections Group
California
$84K +$54.3K +213 +164%
CWM
4596
Copia Wealth Management
Oregon
$81.9K
HHGA
4597
Halbert Hargrove Global Advisors
California
$78.2K +$18.4K +72 +29%
CI
4598
Clal Insurance
Israel
$78K +$64.2K +252 +394%
MAS
4599
MPWM Advisory Solutions
Georgia
$77.8K +$4.08K +16 +5%
RWS
4600
Retirement Wealth Solutions
Wisconsin
$76.8K

JPM Hedge Fund Activity: Q1 2025 in Review

4,667 of the 7,462 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 1,870 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.

  • 4,667 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,668 in 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.