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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
CB
551
Cooke & Bieler
Pennsylvania
$43.4M -$13.3M -52,158 -23%
ECM
552
Estabrook Capital Management
New York
$43.4M -$2.54M -9,982 -5%
NP
553
NS Partners
United Kingdom
$43.3M +$622K +2,438 +1%
LCS
554
Levin Capital Strategies
New York
$43.1M -$1.09M -4,267 -2%
EF
555
Empowered Funds
Pennsylvania
$43M +$12.6M +49,417 +39%
EGA
556
Eagle Global Advisors
Texas
$43M -$2.04K -8 -0%
AWM
557
Apollon Wealth Management
South Carolina
$42.9M +$8.73M +34,259 +24%
OAM
558
Ostrum Asset Management
France
$42.9M +$39.3M +154,120 +737%
LI
559
LMCG Investments
Massachusetts
$42.7M -$2.13M -8,355 -5%
PR
560
Payden & Rygel
California
$42.6M +$6.6M +25,900 +18%
MCM
561
Marsico Capital Management
Colorado
$42M +$4.12M +16,173 +10%
CTA
562
Chesley Taft & Associates
Illinois
$42M +$207K +810 +0.5%
DDPIC
563
Deroy & Devereaux Private Investment Counsel
Michigan
$42M -$511K -2,003 -1%
CA
564
Cornerstone Advisors
North Carolina
$41.9M
HIMCH
565
Hartford Investment Management Co (HIMCO)
Connecticut
$41.9M -$850K -3,335 -2%
RC
566
Randolph Company
Ohio
$41.8M +$21.4K +84 +0%
CL
567
Choreo LLC
Illinois
$41.6M -$1.5M -5,876 -3%
IWC
568
Integrated Wealth Concepts
Massachusetts
$41.6M +$2.02M +7,909 +5%
CTI
569
Community Trust & Investment
Kentucky
$41.4M -$435K -1,707 -1%
CTC
570
Central Trust Company
Missouri
$41.4M -$429K -1,684 -1%
BCP
571
Blue Chip Partners
Michigan
$41.2M -$795K -3,120 -2%
LS
572
Livforsakringsbolaget Skandia
Sweden
$41M -$204K -800 -0.5%
SSWM
573
Smith Salley Wealth Management
North Carolina
$40.6M -$5.83M -22,863 -12%
RIG
574
RiverFront Investment Group
Virginia
$40.5M +$2.98M +11,672 +8%
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$40.3M -$1.95M -7,640 -4%

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.