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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
LF
851
Longbow Finance
Switzerland
$21.2M -$4.73M -18,556 -18%
BWP
852
Barlow Wealth Partners
Kentucky
$21.2M +$251K +983 +1%
CCM
853
Cohen Capital Management
California
$21.2M -$3.71M -14,540 -14%
MA
854
Montag & Associates
Georgia
$21.1M +$6.63K +26 +0%
PMAM
855
Picton Mahoney Asset Management
Ontario, Canada
$21M +$8.3M +32,553 +61%
CWP
856
Cyndeo Wealth Partners
Florida
$21M +$3.75M +14,705 +21%
NC
857
NewSquare Capital
Pennsylvania
$20.9M +$201K +789 +0.9%
NPT
858
Nixon Peabody Trust
Massachusetts
$20.9M -$69.6K -273 -0.3%
CPIG
859
Chicago Partners Investment Group
Illinois
$20.9M +$281K +1,104 +1%
TMAM
860
Tokio Marine Asset Management
Japan
$20.9M +$928K +3,639 +4%
LCM
861
Laurion Capital Management
New York
$20.8M +$21.6M +84,666 New
WIC
862
Woodmont Investment Counsel
Tennessee
$20.8M +$248K +973 +1%
CC
863
Courier Capital
New York
$20.8M +$12K +47 +0.1%
SHGA
864
Sand Hill Global Advisors
California
$20.6M -$399K -1,566 -2%
AF
865
Alerus Financial
North Dakota
$20.6M +$2.26M +8,868 +12%
GIM
866
Generate Investment Management
New Zealand
$20.6M +$11.7M +45,879 +120%
BIA
867
Biondo Investment Advisors
Pennsylvania
$20.6M -$1.08M -4,255 -5%
DF
868
DNCA Finance
France
$20.5M -$101K -395 -0.5%
GWM
869
GDS Wealth Management
Texas
$20.4M +$886K +3,474 +4%
LNB
870
Ledyard National Bank
$20.3M -$557K -2,184 -3%
ACP
871
Aviance Capital Partners
Florida
$20.3M +$59.9K +235 +0.3%
DAS
872
Dynamic Advisor Solutions
Arizona
$20.3M -$856K -3,357 -4%
FNFDCM
873
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$20.3M -$394K -1,546 -2%
BA
874
Bridgewater Associates
Connecticut
$20.2M +$21M +82,467 New
CF
875
Clarity Financial
Texas
$20.2M +$3.62M +14,206 +21%

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.