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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
LSERS
601
Louisiana State Employees Retirement System
Louisiana
$36.9M -$255K -1,000 -0.7%
VFA
602
Valeo Financial Advisors
Indiana
$36.8M +$699K +2,742 +2%
CS
603
Clear Street
New York
$36.8M -$12.7M -50,000 -25%
FSA
604
Franklin Street Advisors
North Carolina
$36.7M -$203K -795 -0.5%
AWS
605
Atria Wealth Solutions
New York
$36.7M -$5.01M -19,642 -12%
RIL
606
Rothschild Investment LLC
Illinois
$36.6M -$437K -1,716 -1%
HFS
607
Hantz Financial Services
Michigan
$36.5M -$935K -3,669 -2%
Tudor Investment Corp
608
Tudor Investment Corp
Connecticut
$36.5M +$37.9M +148,748 New
SAM
609
Securian Asset Management
Minnesota
$36.3M -$815K -3,197 -2%
RPI
610
Railway Pension Investments
United Kingdom
$36.3M +$1.16M +4,564 +3%
CIP
611
Cornerstone Investment Partners
Georgia
$36.3M -$8.34M -32,702 -18%
CAM
612
Carret Asset Management
New York
$36.1M -$355K -1,391 -0.9%
SCA
613
Snowden Capital Advisors
New York
$36.1M -$19.9K -78 -0.1%
AUB
614
Atlantic Union Bankshares
Virginia
$36M -$2.89M -11,346 -7%
GWM
615
Geneos Wealth Management
Colorado
$36M +$18.3M +71,843 +124%
WAS
616
Wesleyan Assurance Society
United Kingdom
$36M +$468K +1,835 +1%
FIA
617
Foundations Investment Advisors
Arizona
$35.8M +$4.45M +17,437 +14%
LBC
618
Lowe Brockenbrough & Co
Virginia
$35.7M -$16.1K -63 -0%
IG
619
ING Group
Netherlands
$35.7M +$23.2M +90,821 +167%
MIA
620
MMBG Investment Advisors
Florida
$35.5M -$355K -1,391 -1%
MAA
621
Matrix Asset Advisors
New York
$35.5M -$4.4M -17,245 -11%
FNBT
622
FineMark National Bank & Trust
Florida
$35.4M -$1.02M -4,008 -3%
WAM
623
Wilsey Asset Management
California
$35.4M -$1.8M -7,066 -5%
MWM
624
Moran Wealth Management
Florida
$35.3M -$22.7M -88,869 -38%
FA
625
Fiduciary Alliance
South Carolina
$35.1M +$304K +1,193 +0.8%

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.