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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
WBC
1001
Westpac Banking Corp
Australia
$15.6M -$904K -3,544 -5%
FNB
1002
Farmers National Bank
Kentucky
$15.6M -$397K -1,556 -2%
VA
1003
VestGen Advisors
Illinois
$15.6M +$16.2M +63,659 New
MGIA
1004
Moneta Group Investment Advisors
Missouri
$15.6M +$313K +1,228 +2%
MIC
1005
Means Investment Company
Maine
$15.5M -$4.57M -17,914 -22%
EI
1006
Ethic Inc
New York
$15.5M +$2.08M +8,166 +15%
CNB
1007
Camden National Bank
Maine
$15.4M -$695K -2,727 -4%
AFG
1008
Atomi Financial Group
New York
$15.4M +$223K +874 +1%
FA
1009
Fagan Associates
New York
$15.4M -$390K -1,529 -2%
RC
1010
Roundview Capital
New Jersey
$15.3M +$16.8K +66 +0.1%
SBF
1011
Sara-Bay Financial
Florida
$15.3M +$80.3K +315 +0.5%
ST
1012
Spinnaker Trust
Maine
$15.3M -$1.57M -6,165 -9%
SVWAG
1013
Sound View Wealth Advisors Group
Georgia
$15.3M -$75.5K -296 -0.5%
SB
1014
Simmons Bank
Arkansas
$15.3M -$265K -1,038 -2%
TIP
1015
Torray Investment Partners
Maryland
$15.2M -$4.33M -16,996 -21%
CF
1016
Covea Finance
France
$15.1M +$15.7M +61,700 New
NG
1017
NatWest Group
United Kingdom
$15.1M -$3.74M -14,681 -19%
EWM
1018
Empirical Wealth Management
Washington
$15.1M +$8.84M +34,686 +129%
BWP
1019
Burling Wealth Partners
Illinois
$15.1M +$226K +888 +1%
CCM
1020
Carmel Capital Management
California
$15.1M -$19.1K -75 -0.1%
WIC
1021
WealthBridge Investment Counsel
Alberta, Canada
$15M -$116K -455 -0.7%
SIC
1022
SFE Investment Counsel
California
$15M -$1.11M -4,356 -7%
BWM
1023
Buckley Wealth Management
Nevada
$15M -$552K -2,166 -3%
NSEDCP
1024
NJ State Employees Deferred Compensation Plan
New Jersey
$15M
CPCM
1025
Cardinal Point Capital Management
Ontario, Canada
$14.9M +$15.5M +60,888 New

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.