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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
HSA
676
HBK Sorce Advisory
Pennsylvania
$30.8M +$81.8K +321 +0.3%
PWM
677
Perigon Wealth Management
California
$30.8M -$355K -1,394 -1%
BEI
678
Benjamin Edwards Inc
Missouri
$30.8M -$5.55M -21,761 -15%
SC
679
Shellback Capital
Massachusetts
$30.7M +$31.9M +125,000 New
RCP
680
RIT Capital Partners
United Kingdom
$30.7M -$7.04M -27,600 -18%
NRG
681
Nemes Rush Group
Michigan
$30.7M -$273K -1,072 -0.9%
VIM
682
Vinva Investment Management
Australia
$30.6M -$2.33M -9,155 -7%
KWM
683
Kingsview Wealth Management
Oregon
$30.5M +$458K +1,795 +1%
SMFG
684
Sumitomo Mitsui Financial Group
Japan
$30.4M +$5.58M +21,869 +21%
SF
685
Summit Financial
New Jersey
$30.3M +$7.46M +29,269 +31%
BCM
686
Bridgeway Capital Management
Texas
$30.3M -$810K -3,177 -3%
BG
687
Bollard Group
Massachusetts
$30.2M +$158K +620 +0.5%
RMC
688
Resources Management Corp
Connecticut
$30.1M -$414K -1,623 -1%
SC
689
Savant Capital
Illinois
$30M -$9.98M -39,154 -24%
CIA
690
Choate Investment Advisors
Massachusetts
$30M -$870K -3,411 -3%
Hudson Bay Capital Management
691
Hudson Bay Capital Management
Connecticut
$30M +$24M +94,252 +336%
FDCP
692
Foster Dykema Cabot & Partners
Massachusetts
$30M -$303K -1,187 -1%
GVAG
693
Great Valley Advisor Group
Delaware
$29.9M -$6.68M -26,221 -18%
MFS
694
Mirabella Financial Services
United Kingdom
$29.9M +$24.1M +94,706 +352%
LA
695
LBP AM
France
$29.8M -$891K -3,494 -3%
NFC
696
Northeast Financial Consultants
Connecticut
$29.6M -$7.61M -29,861 -20%
FFA
697
First Foundation Advisors
California
$29.6M -$1.77M -6,952 -5%
TCM
698
TAM Capital Management
Connecticut
$29.5M -$4.51M -17,691 -13%
MYAM
699
Meiji Yasuda Asset Management
Japan
$29.4M -$1.09M -4,283 -3%
FLII
700
First Long Island Investors
New York
$29.4M -$757K -2,969 -2%

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.