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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
RWA
4651
Redmont Wealth Advisors
Illinois
$16.9K +$17.6K +69 New
RA
4652
Resolute Advisors
California
$16.2K -$316K -1,239 -95%
JFG
4653
JDM Financial Group
Texas
$15.9K
PIS
4654
POM Investment Strategies
North Carolina
$15.7K -$482K -1,889 -97%
MDA
4655
Minot DeBlois Advisors
Massachusetts
$14.7K -$42.1K -165 -73%
PS
4656
PayPay Securities
Japan
$13.6K -$2.29K -9 -14%
HIA
4657
HFM Investment Advisors
New Jersey
$13.5K +$14K +55 New
CJH
4658
Christopher J. Hasenberg
Wisconsin
$12.2K
LFA
4659
LGT Financial Advisors
Texas
$11K -$127K -500 -92%
RJA
4660
Ross\Johnson & Associates
Minnesota
$7.85K +$8.16K +32 New
CFS
4661
Compass Financial Services
Iowa
$7.6K +$7.9K +31 New
IMC
4662
Investment Management Corporation
Virginia
$7.11K
KIG
4663
Kessler Investment Group
Indiana
$6.57K
CWM
4664
Cedar Wealth Management
California
$5.89K
MS
4665
Mizuho Securities
Japan
$4.91K +$5.1K +20 New
IA
4666
IFS Advisors
Kansas
$2.74K
CCM
4667
Campbell Capital Management
Florida
$1.23K
BGWM
4668
Bridge Generations Wealth Management
Florida
$982 +$1.02K +4 New
DAL
4669
Delta Accumulation LLC
California
$843 +$1.02K +4 New
PEAK6
4670
PEAK6
Illinois
$725 -$16.6M -65,143 -100%
HWM
4671
HighMark Wealth Management
Minnesota
$25
IAIM
4672
International Assets Investment Management
Florida
-$9.88M -1,582,078 Closed
DCM
4673
Discovery Capital Management
Connecticut
-$79.6M -331,900 Closed
C
4674
Consulta
United Kingdom
-$36M -150,000 Closed
PAS
4675
Park Avenue Securities
New York
-$33.5M -139,906 Closed

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.