We are live on ! Find out more
JPM icon

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
EAM
526
Erste Asset Management
Austria
$47.2M +$1.12M +4,382 +2%
KRS
527
Kentucky Retirement Systems
Kentucky
$47.1M -$924K -3,624 -2%
HW
528
Hancock Whitney
Mississippi
$47M -$693K -2,718 -1%
BSA
529
Braun Stacey Associates
New York
$46.5M -$1.51M -5,912 -3%
EH
530
Equitable Holdings
New York
$46.4M +$3.06M +12,022 +7%
NIM
531
NEOS Investment Management
Connecticut
$46.2M +$9.25M +36,299 +24%
GI
532
Gradient Investments
Minnesota
$46M +$3.6M +14,129 +8%
FP
533
Foundry Partners
Minnesota
$45.7M -$11.6M -45,651 -20%
TS
534
Triglav Skladi
Slovenia
$45.6M -$538K -2,109 -1%
FNT
535
First National Trust
Pennsylvania
$45.6M -$1.82M -7,128 -4%
IAA
536
Independent Advisor Alliance
North Carolina
$45.5M +$1M +3,933 +2%
CI
537
Capital International
California
$45.3M +$785K +3,081 +2%
HR
538
Howe & Rusling
New York
$45.2M -$4.07M -15,945 -8%
VF
539
Vest Financial
Virginia
$45.2M +$8.57M +33,618 +22%
DJSG
540
D.J. St. Germain
Massachusetts
$45.1M -$2.19M -8,594 -4%
LFG
541
Lazard Frères Gestion
France
$44.6M +$45.9M +180,212 +11,090%
KIA
542
KCM Investment Advisors
California
$44.5M +$815K +3,198 +2%
Impax Asset Management Group
543
Impax Asset Management Group
United Kingdom
$44.3M -$24.3M -95,242 -35%
SW
544
SVB Wealth
Massachusetts
$44.3M -$9.48M -37,196 -17%
PFS
545
Prospera Financial Services
Texas
$43.9M +$1.58M +6,208 +4%
MAM
546
Martingale Asset Management
Massachusetts
$43.8M -$5.6M -21,947 -11%
Nomura Holdings
547
Nomura Holdings
Japan
$43.7M -$9.66M -37,873 -18%
NLGIA
548
Nippon Life Global Investors Americas
New York
$43.6M +$4.21M +16,530 +10%
AAIM
549
American Assets Investment Management
California
$43.6M
MGP
550
Metis Global Partners
California
$43.4M +$4.06M +15,926 +10%

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.