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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
SFG
1176
SevenBridge Financial Group
Pennsylvania
$11.5M -$765K -3,000 -6%
BFO
1177
Boston Family Office
Massachusetts
$11.5M -$122K -479 -1%
FPGT
1178
Financial Partners Group (Tennessee)
Tennessee
$11.5M -$287K -1,125 -2%
AF
1179
Apexium Financial
Texas
$11.5M +$5.72M +22,438 +92%
KCG
1180
Kinsale Capital Group
Virginia
$11.5M +$772K +3,029 +7%
MPIM
1181
McGinn Penninger Investment Management
Virginia
$11.5M -$156K -612 -1%
Jacobs Levy Equity Management
1182
Jacobs Levy Equity Management
New Jersey
$11.5M +$1.2M +4,726 +11%
CFSG
1183
Community Financial Services Group
Vermont
$11.4M -$194K -759 -2%
SAM
1184
Smithbridge Asset Management
Pennsylvania
$11.4M +$11.9M +46,549 New
CCT
1185
Chemung Canal Trust
New York
$11.4M -$1.03M -4,036 -8%
CCC
1186
Cincinnati Casualty Company
Ohio
$11.4M
CSUI
1187
Cincinnati Specialty Underwriters Insurance
Ohio
$11.4M
TWM
1188
Trueblood Wealth Management
Ohio
$11.4M -$803K -3,148 -6%
PCG
1189
Prosperity Consulting Group
Maryland
$11.3M +$124K +486 +1%
SCA
1190
Stokes Capital Advisors
South Carolina
$11.3M +$101K +398 +0.9%
SC
1191
Schulhoff & Co
Ohio
$11.3M -$46.1K -181 -0.4%
MAM
1192
Mystic Asset Management
Rhode Island
$11.3M +$589K +2,309 +5%
BA
1193
Ballast Advisors
Minnesota
$11.3M -$737K -2,892 -6%
PT
1194
Plimoth Trust
Massachusetts
$11.2M -$365K -1,430 -3%
IA
1195
IFP Advisors
Florida
$11.2M +$402K +1,577 +4%
BFS
1196
Bard Financial Services
Connecticut
$11.2M -$521K -2,045 -4%
PI
1197
Pettee Investors
Connecticut
$11.2M -$4.06M -15,941 -26%
WCA
1198
Westover Capital Advisors
Delaware
$11.2M -$173K -680 -1%
BPC
1199
Bearing Point Capital
Minnesota
$11.2M +$1.05M +4,106 +10%
PMWMG
1200
Parr McKnight Wealth Management Group
Minnesota
$11.1M -$311K -1,219 -3%

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.