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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
DWM
476
Destination Wealth Management
California
$54.1M -$2.26M -8,847 -4%
GAM
477
Generali Asset Management
Italy
$54M +$1.68M +6,602 +3%
HWM
478
HB Wealth Management
Georgia
$53.8M +$12.2M +47,905 +28%
NAM
479
NorthCrest Asset Manangement
Minnesota
$53.7M -$2.85M -11,192 -5%
MSR
480
Main Street Research
Connecticut
$53.6M +$1.01M +3,950 +2%
WA
481
Waverly Advisors
Alabama
$53.5M +$14.8M +57,928 +36%
WBG
482
Wharton Business Group
Pennsylvania
$52.8M -$109K -427 -0.2%
A
483
AustralianSuper
Australia
$52.6M +$42.6M +167,207 +355%
SDJVC
484
St. Denis J. Villere & Co
Louisiana
$52.2M -$1M -3,924 -2%
BAAM
485
Baker Avenue Asset Management
California
$52.2M -$1.13M -4,434 -2%
TCOV
486
Trust Company of Vermont
Vermont
$52M -$549K -2,153 -1%
ST
487
Sabal Trust
Florida
$51.9M -$3.11M -12,197 -5%
FL
488
FreeGulliver LLC
Louisiana
$51.8M -$33.7K -132 -0.1%
ISL
489
Ingalls & Snyder LLC
New York
$51.8M -$1.33M -5,204 -2%
A
490
Allianz
Germany
$51.7M -$9.77M -38,313 -15%
Pacer Advisors
491
Pacer Advisors
Pennsylvania
$51.5M -$13.6M -53,503 -20%
IIM
492
INTECH Investment Management
Florida
$51.3M -$4M -15,702 -7%
CGH
493
Crossmark Global Holdings
Texas
$51.3M +$3.68M +14,416 +7%
PCIA
494
Prime Capital Investment Advisors
Kansas
$51.1M +$10.6M +41,584 +25%
CCM
495
Chilton Capital Management
Texas
$51.1M -$829K -3,252 -2%
HCMG
496
Howard Capital Management Group
California
$51.1M -$848K -3,326 -2%
HIMC
497
Heritage Investors Management Corp
Maryland
$51.1M -$1.22M -4,790 -2%
MCM
498
Mill Capital Management
North Carolina
$51.1M -$598K -2,345 -1%
WIA
499
World Investment Advisors
California
$51.1M +$1.97M +7,718 +4%
IMRF
500
Illinois Municipal Retirement Fund
Illinois
$50.8M +$3.88M +15,231 +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.