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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
CIM
801
Courant Investment Management
Tennessee
$23.3M
ONB
802
Old National Bancorp
Indiana
$23.2M -$1.97M -7,715 -8%
BCM
803
Bourgeon Capital Management
Connecticut
$23.2M -$7.9M -30,971 -25%
GIA
804
GHP Investment Advisors
Colorado
$23.2M +$427K +1,676 +2%
RPC
805
Rossmore Private Capital
Connecticut
$23.1M +$193K +756 +0.8%
BWP
806
Baldwin Wealth Partners
Massachusetts
$23.1M +$61.4K +241 +0.3%
JWCA
807
J.W. Cole Advisors
Florida
$23M +$9.23M +36,212 +63%
FSA
808
Fort Sheridan Advisors
Illinois
$23M -$749K -2,937 -3%
TF
809
Talbot Financial
Washington
$23M -$589K -2,309 -2%
WC
810
Whitney & Co
New York
$23M -$2.3M -9,015 -9%
CA
811
CSM Advisors
Pennsylvania
$22.8M -$544K -2,135 -2%
BFA
812
Bragg Financial Advisors
North Carolina
$22.8M -$527K -2,069 -2%
CFIA
813
Cantor Fitzgerald Investment Advisors
New York
$22.8M -$4.92M -19,297 -17%
TSW
814
Thompson Siegel & Walmsley
Virginia
$22.8M -$1.23M -4,835 -5%
LIM
815
Leavell Investment Management
Alabama
$22.8M -$209K -820 -0.9%
IBOK
816
Independence Bank of Kentucky
Kentucky
$22.8M +$489K +1,920 +2%
BP
817
Ballentine Partners
Massachusetts
$22.7M +$433K +1,698 +2%
HTIM
818
Harbour Trust & Investment Management
Indiana
$22.7M +$1.25M +4,888 +6%
FG
819
Fiduciary Group
Georgia
$22.6M -$161K -633 -0.7%
KCM
820
Kodai Capital Management
Illinois
$22.5M -$4.3M -16,879 -16%
MOS
821
MGO One Seven
Ohio
$22.4M -$464K -1,821 -2%
BFIM
822
Beese Fulmer Investment Management
Ohio
$22.4M +$114K +446 +0.5%
CCM
823
Coldstream Capital Management
Washington
$22.4M +$122K +478 +0.5%
RIA
824
RPG Investment Advisory
California
$22.2M +$11.9M +46,641 +106%
PA
825
Procyon Advisors
Connecticut
$22.2M +$144K +564 +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.