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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
HP
626
Hosking Partners
United Kingdom
$34.9M -$6.93M -27,175 -16%
MME
627
Meag Munich Ergo
Germany
$34.4M -$11.1M -43,688 -24%
SBCM
628
Schwerin Boyle Capital Management
Massachusetts
$34.4M -$1.56M -6,118 -4%
ECM
629
ExodusPoint Capital Management
New York
$34.3M +$35.7M +139,858 New
AAIS
630
ABN AMRO Investment Solutions
$34.3M +$2.35M +9,234 +7%
LG
631
LaFleur & Godfrey
Michigan
$34.2M +$199K +781 +0.6%
NCM
632
Noesis Capital Mangement
Florida
$34.2M +$29.8K +117 +0.1%
AP
633
Appleton Partners
Massachusetts
$34.2M -$867K -3,400 -2%
OCM
634
Osterweis Capital Management
California
$34M +$99.7K +391 +0.3%
KCM
635
Kanawha Capital Management
Virginia
$34M +$268K +1,052 +0.8%
RT
636
Rockland Trust
Massachusetts
$33.9M -$5.74M -22,523 -14%
FNBOO
637
First National Bank of Omaha
Nebraska
$33.9M -$3.08M -12,074 -8%
PIM
638
Penobscot Investment Management
Massachusetts
$33.6M +$752K +2,949 +2%
NIG
639
NFJ Investment Group
Texas
$33.6M -$1.01M -3,961 -3%
NB
640
NBT Bank
New York
$33.6M -$979K -3,841 -3%
OA
641
Oak Associates
Ohio
$33.4M -$2.58M -10,101 -7%
AWM
642
Axxcess Wealth Management
California
$33.4M -$2.89M -11,330 -8%
FAM
643
Fred Alger Management
New York
$33.1M +$5.16M +20,241 +18%
DIA
644
Dana Investment Advisors
Wisconsin
$33.1M -$754K -2,958 -2%
NRS
645
Neville Rodie & Shaw
New York
$33M -$1.65M -6,459 -5%
GT
646
Greenleaf Trust
Michigan
$33M +$1.25M +4,895 +4%
OIA
647
OneDigital Investment Advisors
Kansas
$33M -$2.39M -9,390 -7%
FCBT
648
First Citizens Bank & Trust
North Carolina
$32.9M -$1.35M -5,313 -4%
Barrow, Hanley, Mewhinney & Strauss
649
Barrow, Hanley, Mewhinney & Strauss
Texas
$32.9M -$5.58M -21,886 -14%
FFIC
650
First Fiduciary Investment Counsel
Ohio
$32.9M -$2.37M -9,290 -6%

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.