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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
JAM
976
JCIC Asset Management
Ontario, Canada
$16.3M -$123K -481 -0.7%
MCM
977
Mitchell Capital Management
Kansas
$16.3M +$82.3K +323 +0.5%
HFS
978
Haverford Financial Services
Pennsylvania
$16.3M -$210K -825 -1%
EFS
979
Essex Financial Services
Connecticut
$16.2M -$497K -1,950 -3%
IA
980
Intellus Advisors
Florida
$16.2M -$195K -764 -1%
WAM
981
Winslow Asset Management
Ohio
$16.2M -$910K -3,570 -5%
FAT
982
First American Trust
California
$16.2M -$1.09M -4,258 -6%
RWA
983
River Wealth Advisors
Pennsylvania
$16.2M +$72.4K +284 +0.4%
FMWA
984
Forvis Mazars Wealth Advisors
Missouri
$16.2M +$802K +3,145 +5%
SAM
985
Strategy Asset Managers
California
$16.2M -$1.12M -4,392 -6%
NGA
986
Naples Global Advisors
Florida
$16.2M -$202K -791 -1%
CAM
987
Close Asset Management
United Kingdom
$16.1M +$1.94M +7,599 +13%
TCM
988
Telos Capital Management
California
$16M +$117K +457 +0.7%
BPC
989
Banque Pictet & Cie
Switzerland
$16M -$912K -3,579 -5%
USAA
990
United Services Automobile Association
Texas
$15.9M -$51.1M -200,503 -75%
PGAM
991
Princeton Global Asset Management
New Jersey
$15.9M +$97.4K +382 +0.6%
IAN
992
Integrated Advisors Network
Texas
$15.9M -$3.5M -13,743 -18%
BONST
993
Bank of Nova Scotia Trust
Ontario, Canada
$15.9M -$526K -2,062 -3%
PWW
994
Pettyjohn Wood & White
Virginia
$15.8M -$1.05M -4,123 -6%
GAM
995
Griffin Asset Management
New York
$15.7M -$134K -525 -0.8%
WTFG
996
Wells Trecaso Financial Group
Ohio
$15.7M +$32.4K +127 +0.2%
ERIC
997
Eagle Rock Investment Company
Georgia
$15.7M -$1.05M -4,109 -6%
OCM
998
One Capital Management
California
$15.7M +$32.4K +127 +0.2%
IWM
999
IHT Wealth Management
Illinois
$15.6M +$1.72M +6,766 +12%
SAM
1000
Shell Asset Management
Netherlands
$15.6M -$612K -2,401 -4%

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.