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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
FI
4751
FWG Investments
Kentucky
-$324K -1,351 Closed
FWS
4752
FinDec Wealth Services
California
-$323K -1,345 Closed
TWM
4753
Tolleson Wealth Management
Texas
-$318K -1,325 Closed
FWM
4754
Fortress Wealth Management
California
-$315K -1,316 Closed
KFG
4755
Kingdom Financial Group
Arizona
-$286K -1,194 Closed
SC
4756
Scholtz & Company
Connecticut
-$285K -1,191 Closed
TCM
4757
TABR Capital Management
California
-$257K -1,070 Closed
HAM
4758
Hedges Asset Management
Nevada
-$240K -1,000 Closed
SC
4759
Shay Capital
New York
-$240K -1,000 Closed
WRM
4760
Weybosset Research & Management
Rhode Island
-$240K -1,000 Closed
WCM
4761
Windward Capital Management
California
-$240K -1,000 Closed
OWA
4762
Oak Wealth Advisors
Illinois
-$237K -990 Closed
CIM
4763
Corbyn Investment Management
Maryland
-$237K -988 Closed
E3F
4764
Eight 31 Financial
Texas
-$234K -976 Closed
AA
4765
Aufman Associates
Pennsylvania
-$233K -971 Closed
MKA
4766
M. Kulyk & Associates
Georgia
-$228K -952 Closed
MWA
4767
Monograph Wealth Advisors
California
-$225K -938 Closed
OMC
4768
Old Mission Capital
Illinois
-$225K -937 Closed
DCM
4769
Dimension Capital Management
Florida
-$224K -934 Closed
MB
4770
Mizuho Bank
Japan
-$221K -920 Closed
ORAM
4771
One River Asset Management
Connecticut
-$220K -920 Closed
NHFG
4772
New Harbor Financial Group
Massachusetts
-$219K -915 Closed
SIA
4773
Spectrum Investment Advisors
Wisconsin
-$210K -878 Closed
OWCM
4774
One Wealth Capital Management
Arizona
-$210K -875 Closed
UC
4775
Unio Capital
New Jersey
-$204K -852 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.