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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
LW
751
Linscomb Wealth
Texas
$25.7M -$724K -2,840 -3%
GIM
752
Grassi Investment Management
California
$25.7M -$162K -635 -0.6%
TFS
753
Thoroughbred Financial Services
Tennessee
$25.7M +$1.27M +4,970 +5%
CSP
754
Cary Street Partners
Virginia
$25.7M -$350K -1,373 -1%
TNB
755
Thomasville National Bank
Georgia
$25.6M -$21.3M -83,436 -44%
TI
756
Trexquant Investment
Connecticut
$25.6M +$26.6M +104,189 New
KCM
757
Kornitzer Capital Management
Kansas
$25.5M -$294K -1,154 -1%
RAM
758
Rempart Asset Management
Canada
$25.5M -$3.4M -13,348 -11%
FCH
759
Freestone Capital Holdings
Washington
$25.5M -$1.05M -4,106 -4%
DPL
760
Danica Pension Livsforsikrings
$25.4M +$12.5M +48,998 +89%
ABTD
761
Arvest Bank Trust Division
Oklahoma
$25.4M -$4.77M -18,717 -15%
LFAS
762
Level Four Advisory Services
Texas
$25.3M +$1.09M +4,259 +4%
NEI
763
Northwest & Ethical Investments
Ontario, Canada
$25.3M +$2.49M +9,758 +10%
BHIA
764
Birch Hill Investment Advisors
Massachusetts
$25.2M -$272K -1,068 -1%
TCOT
765
Trust Company of Toledo
Ohio
$25M +$5.1K +20 +0%
CIG
766
Cullen Investment Group
Louisiana
$24.9M +$49.7K +195 +0.2%
NO
767
Ninety One
South Africa
$24.9M -$6.6M -25,890 -20%
CAMG
768
CWA Asset Management Group
Florida
$24.9M -$1.47M -5,779 -5%
LIP
769
Lighthouse Investment Partners
Florida
$24.8M +$21.1M +82,636 +446%
KOCAA
770
Knights of Columbus Asset Advisors
Connecticut
$24.8M +$10.4M +40,737 +67%
EF
771
Empirical Finance
Pennsylvania
$24.8M +$269K +1,054 +1%
ELC
772
Edgar Lomax Company
Virginia
$24.7M -$7.92M -31,080 -24%
CA
773
Callahan Advisors
Texas
$24.7M -$1.93M -7,572 -7%
CAM
774
Cidel Asset Management
Ontario, Canada
$24.7M +$840K +3,296 +3%
UBV
775
United Bank (Virginia)
Virginia
$24.6M -$171K -670 -0.7%

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.