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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
CF
4626
Collier Financial
Colorado
$46.4K +$255 +1 +0.5%
NECFA
4627
New England Capital Financial Advisors
Connecticut
$44.3K
MCA
4628
Midwest Capital Advisors
Michigan
$44.1K
PMIM
4629
Prudent Man Investment Management
Colorado
$42.7K
MBFW
4630
Morton Brown Family Wealth
Pennsylvania
$39.7K +$7.14K +28 +21%
ICCON
4631
Investment Counsel Company of Nevada
Nevada
$38.3K
DRP
4632
Decker Retirement Planning
Utah
$37K -$68.1K -267 -64%
CWA
4633
Carolina Wealth Advisors
South Carolina
$36.5K
FW
4634
Fairway Wealth
Ohio
$35.3K -$63.7K -250 -63%
CIR
4635
Clear Investment Research
Georgia
$33.2K -$765 -3 -2%
CG
4636
Curat Global
New Hampshire
$33.1K +$34.4K +135 New
BIM
4637
Breakwater Investment Management
Washington
$31.2K
SC
4638
Swan Capital
Florida
$30.7K
PPWM
4639
PFG Private Wealth Management
Florida
$30.7K +$22.2K +87 +229%
UOIF
4640
University of Illinois Foundation
Illinois
$30.5K +$31.9K +125 New
RPA
4641
Redwood Park Advisors
California
$29.4K
CAM
4642
Clarity Asset Management
Iowa
$28.5K -$1.78K -7 -6%
MAFA
4643
MJT & Associates Financial Advisory
Minnesota
$28.5K +$29.6K +116 New
WCM
4644
Westend Capital Management
California
$25K
1L
4645
10Elms LLP
Oklahoma
$24.5K
GAG
4646
Goodman Advisory Group
Massachusetts
$22.8K +$23.7K +93 New
ATC
4647
Advantage Trust Company
Kansas
$22.1K
WW
4648
Winnow Wealth
Texas
$21.7K +$7.39K +29 +48%
FG
4649
Fairman Group
Pennsylvania
$18.5K -$207K -811 -91%
KFGG
4650
Keystone Financial Group (Georgia)
Georgia
$18.4K

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.