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
BHWM
876
Bar Harbor Wealth Management
New Hampshire
$20.1M -$975K -3,823 -4%
MC
877
Middleton & Co
Massachusetts
$20.1M -$578K -2,269 -3%
KRSITF
878
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$20M -$13.1M -51,392 -39%
JWM
879
JGP Wealth Management
Oregon
$20M -$2.73M -10,696 -12%
PAM
880
Peak Asset Management
Colorado
$19.9M -$1.04M -4,065 -5%
PAM
881
Palisade Asset Management
Minnesota
$19.8M -$10.2K -40 -0%
GAM
882
Gotham Asset Management
New York
$19.8M +$2.1M +8,235 +11%
CA
883
Cullinan Associates
Kentucky
$19.7M -$703K -2,759 -3%
FFM
884
Forum Financial Management
Illinois
$19.7M -$670K -2,629 -3%
VCA
885
Verdence Capital Advisors
Maryland
$19.7M -$116K -454 -0.6%
KWMG
886
King Wealth Management Group
Florida
$19.6M -$42.1K -165 -0.2%
AP
887
Archon Partners
New Jersey
$19.6M
GAI
888
General American Investors
New York
$19.6M
GIA
889
Gladstone Institutional Advisory
Florida
$19.6M -$596K -2,336 -3%
SFI
890
Siemens Fonds Invest
Germany
$19.6M +$186K +731 +0.9%
AHC
891
Anderson Hoagland & Co
Missouri
$19.6M -$2.09M -8,210 -8%
DMIC
892
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6M -$6.36M -24,932 -24%
MIA
893
MainStreet Investment Advisors
Illinois
$19.6M -$828K -3,249 -4%
IP
894
Interval Partners
New York
$19.6M +$919K +3,605 +5%
Balyasny Asset Management
895
Balyasny Asset Management
Illinois
$19.6M +$18.4M +71,997 +933%
WF
896
WoodTrust Financial
Wisconsin
$19.5M -$124K -486 -0.6%
FTC
897
Farmers Trust Company
Ohio
$19.5M -$1.32M -5,187 -6%
WCM
898
Whitener Capital Management
North Carolina
$19.5M -$86.9K -341 -0.4%
BCV
899
Banque Cantonale Vaudoise
Switzerland
$19.5M +$20.3M +79,482 New
NCM
900
Novare Capital Management
North Carolina
$19.5M -$531K -2,083 -3%

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.