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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
KPP
4601
Kings Path Partners
Texas
$76.3K
MC
4602
Montag & Caldwell
Georgia
$73.6K
ACM
4603
Anfield Capital Management
California
$73.1K
FGAM
4604
Financial Gravity Asset Management
Texas
$70.9K +$73.7K +289 New
MIM
4605
Meridiem Investment Management
United Kingdom
$68.7K
CAWM
4606
Capital A Wealth Management
Pennsylvania
$68.2K +$2.8K +11 +4%
TVWM
4607
Tower View Wealth Management
Wisconsin
$68K +$255 +1 +0.4%
DCM
4608
Disciplina Capital Management
Tennessee
$61.7K -$90K -353 -58%
PCA
4609
PMV Capital Advisers
Texas
$61.3K
LWMI
4610
Legacy Wealth Management (Idaho)
Idaho
$59.4K
PA
4611
Pineridge Advisors
Missouri
$57.7K -$169K -663 -74%
VWWMG
4612
Vermillion & White Wealth Management Group
Pennsylvania
$57.4K
BFS
4613
Bare Financial Services
Pennsylvania
$55.2K +$5.61K +22 +11%
PCM
4614
Penserra Capital Management
California
$55K -$1.82M -7,130 -97%
GIS
4615
Grayhawk Investment Strategies
Alberta, Canada
$54.5K
CMA
4616
Cedar Mountain Advisors
Oregon
$53.4K +$255 +1 +0.5%
GJIA
4617
Glass Jacobson Investment Advisors
Maryland
$53.2K
BMC
4618
Bear Mountain Capital
Washington
$53.1K +$3.82K +15 +7%
TCM
4619
Tanaka Capital Management
New York
$53K -$3.82K -15 -6%
HFS
4620
Horizon Financial Services
North Carolina
$49.8K -$2.29K -9 -4%
LWA
4621
Lowe Wealth Advisors
Maryland
$49.3K
HWM
4622
Horizons Wealth Management
North Carolina
$49.1K -$6.37K -25 -11%
APW
4623
Atlantic Private Wealth
North Carolina
$49.1K
KSWA
4624
Kathleen S. Wright Associates
Pennsylvania
$49.1K
WOC
4625
West Oak Capital
California
$48.5K -$398K -1,560 -7%

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.