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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
EFP
4701
Elser Financial Planning
Indiana
-$1.34M -5,592 Closed
BAG
4702
Bridgewealth Advisory Group
California
-$1.54M -5,560 Closed
ACM
4703
Aster Capital Management
United Arab Emirates
-$1.31M -5,485 Closed
AIA
4704
Angeles Investment Advisors
California
-$1.3M -5,416 Closed
XT
4705
XTX Topco
Cayman Islands
-$1.25M -5,225 Closed
WWM
4706
Whalen Wealth Management
Nevada
-$1.24M -5,190 Closed
SAM
4707
Synergy Asset Management
Washington
-$1.09M -4,998 Closed
SCP
4708
Steamboat Capital Partners
New York
-$1.19M -4,981 Closed
MM
4709
Meridian Management
Arkansas
-$1.12M -4,692 Closed
LWM
4710
Liberty Wealth Management
California
-$1.1M -4,589 Closed
MAMU
4711
Myriad Asset Management US
Florida
-$1.07M -4,482 Closed
NWM
4712
Napa Wealth Management
California
-$1.02M -4,250 Closed
SAM
4713
Silphium Asset Management
United Kingdom
-$1.02M -4,240 Closed
MIC
4714
Maxi Investments CY
Cyprus
-$981K -4,091 Closed
CPM
4715
Connective Portfolio Management
New York
-$978K -4,080 Closed
ECP
4716
Epacria Capital Partners
Colorado
-$959K -4,000 Closed
IPW
4717
Impact Partnership Wealth
Georgia
-$959K -4,000 Closed
TC
4718
Taika Capital
Florida
-$936K -3,903 Closed
MFS
4719
Miller Financial Services
Michigan
-$861K -3,593 Closed
FC
4720
Farringdon Capital
United Kingdom
-$789K -3,292 Closed
VH
4721
Visionary Horizons
Tennessee
-$780K -3,254 Closed
CCG
4722
Capital CS Group
California
-$737K -3,075 Closed
HCP
4723
Hamilton Capital Partners
Georgia
-$691K -2,881 Closed
MIM
4724
Morningstar Investment Management
Illinois
-$684K -2,852 Closed
MECA
4725
Miller Equity Capital Advisors
Texas
-$642K -2,677 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.