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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
KLCM
1126
KG&L Capital Management
Louisiana
$12.8M +$159K +624 +1%
FFA
1127
Farther Finance Advisors
California
$12.8M +$2.91M +11,429 +28%
FCT
1128
Family Capital Trust
Massachusetts
$12.8M -$62.2K -244 -0.5%
PVI
1129
Pine Valley Investments
New Jersey
$12.7M -$898K -3,523 -6%
LOPW
1130
Live Oak Private Wealth
North Carolina
$12.7M -$62K -243 -0.5%
GIM
1131
Goelzer Investment Management
Indiana
$12.7M -$138K -540 -1%
JIC
1132
Joel Isaacson & Co
New York
$12.7M +$535K +2,099 +4%
APP
1133
Avantax Planning Partners
Iowa
$12.7M -$427K -1,676 -3%
WPP
1134
Whalerock Point Partners
Rhode Island
$12.7M +$268K +1,050 +2%
SCP
1135
Shorepoint Capital Partners
Massachusetts
$12.6M -$925K -3,630 -7%
BAM
1136
Boyar Asset Management
New York
$12.5M -$934K -3,665 -7%
AA
1137
Apriem Advisors
California
$12.5M -$50.7K -199 -0.4%
BJL
1138
Brighton Jones LLC
Washington
$12.5M +$558K +2,188 +4%
PWS
1139
Peterson Wealth Services
Utah
$12.5M +$294K +1,153 +2%
ACGA
1140
Atlanta Consulting Group Advisors
Georgia
$12.4M -$172K -676 -1%
IPW
1141
Inlet Private Wealth
Florida
$12.4M -$440K -1,725 -3%
SIC
1142
Sigma Investment Counselors
Michigan
$12.4M -$725K -2,844 -5%
MC
1143
Miramar Capital
Illinois
$12.4M -$412K -1,618 -3%
CF
1144
Centaurus Financial
California
$12.4M +$110K +431 +0.9%
RWM
1145
Rench Wealth Management
Texas
$12.4M -$99.4K -390 -0.8%
VCM
1146
Voleon Capital Management
California
$12.3M -$6.37M -24,978 -33%
CBTWT
1147
Community Bank & Trust (Waco, Texas)
Texas
$12.3M -$111K -434 -0.9%
TCWA
1148
Turtle Creek Wealth Advisors
Texas
$12.2M +$2.25M +8,843 +22%
BPAMU
1149
BTG Pactual Asset Management US
New York
$12.2M +$8.14M +31,921 +179%
MWM
1150
Marietta Wealth Management
Georgia
$12.1M -$67.6K -265 -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.