We are live on ! Find out more
JPM icon

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
MFG
726
Merit Financial Group
Georgia
$27.3M +$4.02M +15,781 +17%
SCA
727
Stillwater Capital Advisors
Pennsylvania
$27.2M -$377K -1,478 -1%
TW
728
Transform Wealth
Colorado
$27.1M +$328K +1,288 +1%
CHAM
729
Clear Harbor Asset Management
Connecticut
$27M -$59.1K -232 -0.2%
TYCC
730
Texas Yale Capital Corp
Florida
$27M +$144K +565 +0.5%
TRCT
731
Tower Research Capital (TRC)
New York
$27M -$15.5M -60,954 -36%
JPMIA
732
J.P. Marvel Investment Advisors
Massachusetts
$27M -$46.7K -183 -0.2%
BBHC
733
Brown Brothers Harriman & Co
New York
$26.9M -$552K -2,167 -2%
DP
734
Dearborn Partners
Illinois
$26.8M -$252K -988 -0.9%
PMG
735
ProVise Management Group
Florida
$26.7M -$564K -2,213 -2%
MDSL
736
M.D. Sass LLC
New York
$26.6M -$5.03M -19,717 -15%
RC
737
RBO & Co
California
$26.6M -$523K -2,053 -2%
LOAMS
738
Lombard Odier Asset Management (Switzerland)
Switzerland
$26.6M +$9.9M +38,850 +56%
SDIC
739
South Dakota Investment Council
South Dakota
$26.5M -$238K -935 -0.9%
FTWA
740
Fifth Third Wealth Advisors
Ohio
$26.4M +$2.52M +9,871 +10%
Temasek Holdings
741
Temasek Holdings
Singapore
$26.4M +$5.18M +20,300 +23%
AIM
742
Avity Investment Management
Connecticut
$26.4M -$778K -3,050 -3%
AG
743
AIA Group
Hong Kong
$26.2M +$3.81M +14,936 +16%
ACIM
744
Azimuth Capital Investment Management
Michigan
$26.2M -$612K -2,402 -2%
DCM
745
Dupont Capital Management
Delaware
$25.9M -$1.46M -5,717 -5%
EDRH
746
Edmond de Rothschild Holding
Switzerland
$25.9M -$1.44M -5,662 -5%
ACH
747
ArrowMark Colorado Holdings
Colorado
$25.9M
SHFA
748
SS&H Financial Advisors
Michigan
$25.9M -$289K -1,134 -1%
SLI
749
Sumitomo Life Insurance
Japan
$25.8M +$223K +873 +0.8%
MMA
750
Miracle Mile Advisors
California
$25.8M +$159K +624 +0.6%

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.