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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
AAF
776
Andra AP-fonden
Sweden
$24.5M -$38.3M -150,200 -60%
AC
777
Allstate Corporation
Illinois
$24.4M +$3.76M +14,731 +17%
OHIS
778
Oak Harvest Investment Services
Texas
$24.4M +$983K +3,855 +4%
SWM
779
Spire Wealth Management
Virginia
$24.3M +$1.05M +4,102 +4%
OCBCO
780
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24.3M -$1.18M -4,643 -4%
STA
781
Summit Trail Advisors
New York
$24.3M +$2.4M +9,397 +10%
Capstone Investment Advisors
782
Capstone Investment Advisors
New York
$24.3M +$20.3M +79,558 +409%
WTB
783
Washington Trust Bank
Washington
$24.1M +$22.2K +87 +0.1%
BCM
784
Brookstone Capital Management
Illinois
$24.1M +$3.27M +12,837 +15%
TW
785
TritonPoint Wealth
Maryland
$24M -$12.5K -49 -0.1%
HPG
786
Harvest Portfolios Group
Ontario, Canada
$24M -$1.63M -6,408 -6%
YC
787
Yarbrough Capital
Tennessee
$24M
RP
788
Rice Partnership
Hawaii
$23.9M +$818K +3,208 +3%
JMFC
789
J.M. Forbes & Co
Massachusetts
$23.8M +$627K +2,459 +3%
EIP
790
Easterly Investment Partners
Massachusetts
$23.8M -$3.07M -12,029 -11%
WB
791
Webster Bank
Connecticut
$23.7M -$717K -2,813 -3%
IEFM
792
IQ EQ Fund Management
Ireland
$23.6M -$238K -934 -1%
PCA
793
Pallas Capital Advisors
Massachusetts
$23.6M -$1.79M -7,007 -7%
Assenagon Asset Management
794
Assenagon Asset Management
Luxembourg
$23.6M -$38.8K -152 -0.2%
GI
795
GAMMA Investing
California
$23.6M +$1.35M +5,296 +6%
LWM
796
Lyell Wealth Management
California
$23.5M +$1.46M +5,725 +6%
PMG
797
Private Management Group
California
$23.5M -$8.64M -33,885 -26%
TPCW
798
TD Private Client Wealth
New York
$23.4M +$277K +1,085 +1%
AFG
799
Albion Financial Group
Utah
$23.4M -$27.5K -108 -0.1%
MA
800
Mutual Advisors
Nebraska
$23.4M -$430K -1,686 -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.