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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
SBH
576
Segall Bryant & Hamill
Illinois
$40.2M -$5.12M -20,094 -11%
HCMT
577
Highland Capital Management (Tennessee)
Tennessee
$40.2M -$2.58M -10,102 -6%
SC
578
SouthState Corp
Florida
$39.7M +$2.02M +7,926 +5%
GIBU
579
Gulf International Bank (UK)
United Kingdom
$39.6M -$15.8M -62,005 -28%
DILIC
580
Dai-ichi Life Insurance Company
Japan
$39.6M +$3.2M +12,543 +8%
PCM
581
Polaris Capital Management
Massachusetts
$39.5M -$8.9M -34,907 -18%
NMIFOAC
582
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$39.5M
PWP
583
Private Wealth Partners
California
$39.4M -$3.12M -12,256 -7%
ASN
584
Advisory Services Network
Georgia
$39.4M -$790K -3,099 -2%
CS
585
Central Securities
New York
$39.2M -$5.1M -20,000 -11%
SSB
586
Sandy Spring Bank
Maryland
$38.9M -$2.48M -9,734 -6%
JAFL
587
Jay A. Fishman Ltd
Michigan
$38.9M -$3.28M -12,871 -8%
CI
588
Conning Inc
Connecticut
$38.8M -$3.51M -13,767 -8%
FMLI
589
Fukoku Mutual Life Insurance
Japan
$38.6M -$135K -530 -0.3%
MIM
590
Marco Investment Management
Georgia
$38.5M -$97.6K -383 -0.2%
MWM
591
Modern Wealth Management
Kansas
$38.5M +$394K +1,546 +1%
AIM
592
Allen Investment Management
New York
$38.4M +$73.2K +287 +0.2%
NB
593
Norinchukin Bank
Japan
$38.4M +$4.87M +19,105 +14%
ACA
594
Anchor Capital Advisors
Massachusetts
$38.3M -$1.46M -5,744 -4%
HIP
595
HUB Investment Partners
Texas
$38M +$3.41M +13,370 +9%
AF
596
Aviso Financial
Ontario, Canada
$38M +$36.1M +141,557 +1,070%
MAM
597
Madison Asset Management
Wisconsin
$37.7M -$1.36M -5,353 -3%
FFM
598
Fisher Funds Management
New Zealand
$37.3M -$2.66M -10,415 -6%
VC
599
Vestor Capital
Illinois
$37.2M +$121K +475 +0.3%
B
600
Bailard
California
$37M +$1.51M +5,921 +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.