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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
JC
4776
JBGlobal.com
New York
-$202K -844 Closed
PWM
4777
Peterson Wealth Management
Nevada
-$202K -842 Closed
BWG
4778
Balanced Wealth Group
Ohio
-$205K -768 Closed
WWA
4779
Wingate Wealth Advisors
Massachusetts
-$174K -727 Closed
PCWA
4780
Pacific Capital Wealth Advisors
California
-$171K -713 Closed
WAM
4781
Wolverine Asset Management
Illinois
-$173K -678 Closed
MCM
4782
MidAtlantic Capital Management
Virginia
-$144K -600 Closed
EFP
4783
EnRich Financial Partners
Wisconsin
-$135K -562 Closed
TCG
4784
Transcendent Capital Group
Oklahoma
-$128K -536 Closed
SOWAS
4785
Silver Oak Wealth Advisors Services
California
-$295K -520 Closed
NWWA
4786
New Wave Wealth Advisors
Arkansas
-$119K -495 Closed
FWM
4787
FLP Wealth Management
Arkansas
-$85.8K -358 Closed
QL
4788
Quarry LP
New York
-$77.9K -325 Closed
RCM
4789
Ravenstone Capital Management
-$71.9K -300 Closed
KG
4790
Kieckhefer Group
Wisconsin
-$50.3K -210 Closed
MRP
4791
Measured Risk Portfolios
California
-$44.1K -184 Closed
SIP
4792
Sellwood Investment Partners
Oregon
-$33.6K -140 Closed
CPL
4793
Capital & Planning LLC
Georgia
-$25.2K -105 Closed
FIA
4794
FPC Investment Advisory
California
-$20K -75 Closed
DWA
4795
Delos Wealth Advisors
Texas
-$15.3K -64 Closed
CF
4796
Conquis Financial
California
-$11.5K -48 Closed
FWA
4797
FSC Wealth Advisors
New York
-$7.43K -31 Closed
SC
4798
Stance Capital
Massachusetts
-$5.75K -24 Closed
FC
4799
Family CFO
California
-$5.03K -21 Closed
SMAM
4800
Sugar Maple Asset Management
Wisconsin
-$4.08K -17 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.