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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
CB
1101
Cadence Bank
Mississippi
$13.3M -$370K -1,450 -3%
JPWM
1102
Jamison Private Wealth Management
Georgia
$13.3M -$49.2K -193 -0.4%
BHPW
1103
Beverly Hills Private Wealth
California
$13.3M -$59.9K -235 -0.4%
VI
1104
Vestcor Inc
New Brunswick, Canada
$13.2M +$250K +981 +2%
DWA
1105
Douglass Winthrop Advisors
New York
$13.2M +$17.6K +69 +0.1%
NP
1106
NorthRock Partners
Minnesota
$13.2M +$173K +677 +1%
FBB
1107
Fulton Breakefield Broenniman
Maryland
$13.2M +$9.28M +36,387 +211%
HIP
1108
Harrell Investment Partners
Texas
$13.1M +$101K +398 +0.7%
CCP
1109
Clough Capital Partners
Massachusetts
$13.1M
LCM
1110
LVM Capital Management
Michigan
$13.1M +$10.4M +40,769 +324%
HRC
1111
Hoertkorn Richard Charles
$13.1M -$398K -1,560 -3%
EAM
1112
Exane Asset Management
France
$13M +$12.6M +49,243 New
WCA
1113
Waratah Capital Advisors
Ontario, Canada
$13M +$13.1M +51,218 +2,662%
HFM
1114
Hartford Financial Management
Connecticut
$13M -$192K -754 -1%
SIM
1115
Stratos Investment Management
Ohio
$13M +$1.79M +7,024 +15%
AWP
1116
Ascent Wealth Partners
New York
$12.9M +$684K +2,683 +5%
ETC
1117
Exchange Traded Concepts
Oklahoma
$12.9M +$13.1M +51,478 +4,258%
ANBT
1118
American National Bank & Trust
Texas
$12.9M +$788K +3,091 +6%
TW
1119
Trajan Wealth
Arizona
$12.9M +$818K +3,209 +7%
WAP
1120
Wealthcare Advisory Partners
Pennsylvania
$12.9M -$29.3K -115 -0.2%
AAS
1121
Annex Advisory Services
Wisconsin
$12.9M -$700K -2,746 -5%
RFM
1122
Royal Fund Management
Florida
$12.8M -$634K -2,487 -5%
BCM
1123
Barometer Capital Management
Ontario, Canada
$12.8M +$435K +1,708 +3%
CT
1124
Colonial Trust
South Carolina
$12.8M -$325K -1,273 -2%
BEAM
1125
Baker Ellis Asset Management
Washington
$12.8M +$61.7K +242 +0.5%

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.