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JPMorgan Chase

4,668 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, 1,871 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 (+$435M)

0% more funds holding

Funds holding: 4,6684,668 (0)

0.37% less ownership

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

13% less repeat investments, than reductions

Existing positions increased: 1,871 | Existing positions reduced: 2,140

15% less call options, than puts

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

Holders
4,668
Holders Change
Holders Change %
0%
% of All Funds
62.55%
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
1,871
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
CVA
451
Ceredex Value Advisors
Florida
$59.4M -$5.56M -21,802 -8%
PCM
452
Parsons Capital Management
Rhode Island
$59.2M -$401K -1,574 -0.6%
OPERF
453
Oregon Public Employees Retirement Fund
Oregon
$58.9M -$296K -1,160 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
454
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$58.8M +$7.48M +29,350 +14%
CIC
455
Crawford Investment Counsel
Georgia
$58.6M -$58.4M -228,997 -49%
ADEF
456
Adams Diversified Equity Fund
Maryland
$58.4M +$6.96M +27,300 +13%
MCI
457
McDonald Capital Investors
California
$58.3M -$58.6K -230 -0.1%
ZIC
458
ZWJ Investment Counsel
Georgia
$58.2M -$1.42M -5,584 -2%
WP
459
Woodline Partners
California
$57.9M +$17.1M +67,156 +40%
FWIA
460
Fort Washington Investment Advisors
Ohio
$57.1M +$9.71M +38,072 +20%
BIP
461
Brandes Investment Partners
California
$57M -$3.5M -13,722 -6%
VVP
462
Venture Visionary Partners
Ohio
$56.9M +$4.29M +16,827 +8%
SFM
463
Soros Fund Management
New York
$56.7M +$58.9M +230,963 New
MHI
464
Miller Howard Investments
New York
$56.3M -$15.4M -60,210 -21%
MWM
465
Modera Wealth Management
New Jersey
$56.2M -$1.11M -4,359 -2%
SC
466
Sculptor Capital
New York
$56M +$14M +55,000 +32%
SIC
467
Salem Investment Counselors
North Carolina
$55.9M -$134K -524 -0.2%
ACM
468
Argent Capital Management
Missouri
$55.9M -$2.6M -10,181 -4%
CTB
469
Country Trust Bank
Illinois
$55.6M +$2.92M +11,466 +5%
JIC
470
Johnson Investment Counsel
Ohio
$55.2M -$1.7M -6,668 -3%
CIA
471
Capital Investment Advisors
Georgia
$55M +$1.48M +5,820 +3%
PCH
472
Polar Capital Holdings
United Kingdom
$54.9M -$2.13M -8,355 -4%
MSU
473
Mizuho Securities USA
New York
$54.9M -$10.9M -42,946 -16%
WT
474
Washington Trust
Rhode Island
$54.2M +$7.97M +31,261 +16%
BB
475
Busey Bank
Illinois
$54.1M -$4.96M -19,461 -8%

JPM Hedge Fund Activity: Q1 2025 in Review

4,668 of the 7,463 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 1,871 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.

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