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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
CC
1051
Chicago Capital
Illinois
$14.4M +$730K +2,862 +5%
AC
1052
AlphaCore Capital
California
$14.4M +$1.99M +7,813 +15%
WPI
1053
Walter Public Investments
Canada
$14.3M +$14.9M +58,324 New
HBT
1054
Hills Bank & Trust
Iowa
$14.3M -$129K -507 -0.9%
LWANC
1055
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.2M -$396K -1,555 -3%
SC
1056
Stolper & Co
Oklahoma
$14.2M -$262K -1,027 -2%
PIM
1057
Plato Investment Management
Australia
$14.2M -$368K -1,444 -2%
FM
1058
Foster & Motley
Ohio
$14.2M -$966K -3,788 -6%
EAMA
1059
EFG Asset Management (Americas)
Florida
$14.2M -$273K -1,071 -2%
AC
1060
Addenda Capital
Quebec, Canada
$14.2M +$49.5K +194 +0.3%
FCP
1061
Fidelis Capital Partners
Florida
$14.1M +$856K +3,356 +6%
MCP
1062
Mirador Capital Partners
California
$14.1M +$705K +2,766 +5%
DAC
1063
Dividend Assets Capital
South Carolina
$14.1M -$89.7K -352 -0.6%
PAIM
1064
Punch & Associates Investment Management
Minnesota
$14M -$33.4K -131 -0.2%
SA
1065
SRH Advisors
Kansas
$14M
MWA
1066
Meridian Wealth Advisors
Texas
$14M -$34.2K -134 -0.2%
III
1067
Independent Investors Inc
New York
$14M
SWC
1068
Spectrum Wealth Counsel
Indiana
$13.9M -$14.8K -58 -0.1%
VAS
1069
Valicenti Advisory Services
New York
$13.9M -$1.66M -6,515 -10%
VM
1070
Venator Management
Pennsylvania
$13.9M -$172K -675 -1%
RBA
1071
Richard Bernstein Advisors
New York
$13.9M +$7.53M +29,529 +109%
MCM
1072
Mengis Capital Management
Oregon
$13.8M -$179K -704 -1%
NLP
1073
Next Level Private
New York
$13.8M +$22.9K +90 +0.2%
LTI
1074
Laffer Tengler Investments
Tennessee
$13.8M -$1.15M -4,500 -7%
BOH
1075
Bank of Hawaii
Hawaii
$13.8M -$553K -2,171 -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.