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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
HH
951
Hilltop Holdings
Texas
$17.2M -$3.99M -15,654 -18%
MAS
952
Meeder Advisory Services
Ohio
$17.2M +$728K +2,855 +4%
UAS
953
United Asset Strategies
New York
$17.1M -$2.81M -11,003 -14%
HVIA
954
Hudson Valley Investment Advisors
New York
$17.1M -$749K -2,938 -4%
1SB
955
1ST Source Bank
Indiana
$17.1M -$417K -1,636 -2%
HT
956
Heritage Trust
Oklahoma
$17M -$904K -3,547 -5%
WSCM
957
Wellington Shields Capital Management
New York
$17M +$581K +2,278 +3%
CT
958
Caldwell Trust
Florida
$17M -$595K -2,334 -3%
CCFCSB
959
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M
CCG
960
Cypress Capital Group
Florida
$16.9M -$174K -683 -1%
TCA
961
Transcend Capital Advisors
New Jersey
$16.8M -$299K -1,173 -2%
PI
962
PFG Investments
New York
$16.8M -$369K -1,446 -2%
VWM
963
Venturi Wealth Management
Texas
$16.8M +$12.8M +50,398 +281%
PF
964
Phoenix Financial
Israel
$16.7M -$5.3M -20,783 -23%
ISB
965
Iowa State Bank
Iowa
$16.6M -$1.3M -5,094 -7%
SW
966
SteelPeak Wealth
California
$16.6M +$3.53M +13,832 +26%
CCM
967
Copeland Capital Management
Pennsylvania
$16.5M -$343K -1,347 -2%
GIP
968
Granite Investment Partners
California
$16.5M +$5.91M +23,175 +52%
DCA
969
DSG Capital Advisors
Minnesota
$16.5M +$96.9K +380 +0.6%
LPT
970
Legacy Private Trust
Wisconsin
$16.5M -$1.28M -5,024 -7%
BOC
971
Barbara Oil Co
Illinois
$16.4M -$127K -500 -0.7%
SCM
972
Sterling Capital Management
North Carolina
$16.4M -$1.6M -6,274 -9%
SWP
973
Sagespring Wealth Partners
Tennessee
$16.4M +$1.27M +4,968 +8%
ANTB
974
AMG National Trust Bank
Colorado
$16.4M +$3.55M +13,911 +26%
GG
975
Greenwood Gearhart
Arkansas
$16.4M -$364K -1,426 -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.