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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
SG
1151
StoneX Group
New York
$12.1M +$660K +2,589 +6%
BIM
1152
Baldwin Investment Management
Pennsylvania
$12.1M +$549K +2,154 +5%
FB
1153
Fulton Bank
Pennsylvania
$12.1M -$1.04M -4,082 -8%
ACM
1154
Adalta Capital Management
New York
$12.1M +$27.8K +109 +0.2%
CRI
1155
Commonwealth Retirement Investments
Virginia
$12.1M +$9.69K +38 +0.1%
FHA
1156
Flagship Harbor Advisors
Massachusetts
$12M +$79.3K +311 +0.6%
SMA
1157
Sage Mountain Advisors
Georgia
$12M +$94.1K +369 +0.8%
CWS
1158
Confluence Wealth Services
Pennsylvania
$12M +$1.46M +5,738 +13%
CIC
1159
Cutler Investment Counsel
Oregon
$12M -$175K -688 -1%
BAM
1160
Brave Asset Management
New Jersey
$11.9M +$2.04K +8 +0%
FC
1161
Fulcrum Capital
Washington
$11.9M -$538K -2,109 -4%
SFO
1162
Stokes Family Office
Louisiana
$11.9M -$226K -886 -2%
GIC
1163
Generali Investments CEE
Czech Republic
$11.9M +$870K +3,411 +8%
YIA
1164
YHB Investment Advisors
Connecticut
$11.9M +$117K +459 +1%
WSC
1165
Wellington Shields & Co
New York
$11.8M
SFP
1166
Shepherd Financial Partners
Massachusetts
$11.8M +$246K +966 +2%
IIM
1167
Intact Investment Management
Quebec, Canada
$11.8M -$102K -400 -0.8%
PTB
1168
Pioneer Trust Bank
Oregon
$11.7M -$275K -1,079 -2%
HH
1169
HWG Holdings
Texas
$11.7M +$4.94M +19,373 +68%
PP
1170
PDS Planning
Ohio
$11.7M +$279K +1,095 +2%
MSS
1171
Mitchell Sinkler & Starr
Pennsylvania
$11.7M -$551K -2,163 -4%
EFG
1172
Embree Financial Group
Illinois
$11.7M +$365K +1,430 +3%
TIM
1173
Thompson Investment Management
Wisconsin
$11.6M -$602K -2,360 -5%
BTI
1174
Blue Trust Inc
Georgia
$11.6M +$674K +2,643 +6%
VHAM
1175
Van Hulzen Asset Management
California
$11.5M -$177K -693 -1%

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.