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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
IFG
1201
Independent Financial Group
California
$11.1M -$212K -830 -2%
PAMG
1202
Patton Albertson Miller Group
Tennessee
$11.1M -$1.64M -6,418 -12%
XF
1203
XML Financial
Maryland
$11.1M -$110K -432 -0.9%
BMWM
1204
Brown Miller Wealth Management
Virginia
$11.1M +$77.5K +304 +0.7%
NEAM
1205
New England Asset Management
Connecticut
$11M -$695K -2,725 -6%
DSC
1206
Duncker Streett & Co
Missouri
$11M +$119K +466 +1%
IIM
1207
Ipswich Investment Management
Massachusetts
$11M -$72.9K -286 -0.6%
TAM
1208
Townsend Asset Management
North Carolina
$10.9M +$268K +1,050 +2%
AA
1209
Altrafin AG
$10.9M -$7.29M -28,595 -39%
FWTB
1210
First Western Trust Bank
Colorado
$10.9M -$370K -1,451 -3%
WKWM
1211
Walter & Keenan Wealth Management
Indiana
$10.9M +$25K +98 +0.2%
GC
1212
Giverny Capital
Quebec, Canada
$10.9M +$158K +621 +1%
P
1213
Pitcairn
Pennsylvania
$10.9M +$594K +2,330 +6%
WIA
1214
Wetzel Investment Advisors
Indiana
$10.9M -$92.5K -363 -0.8%
ERWM
1215
Elk River Wealth Management
Colorado
$10.9M -$46.7K -183 -0.4%
1M
1216
1248 Management
Missouri
$10.8M +$75.2K +295 +0.7%
BSB
1217
Bangor Savings Bank
Maine
$10.8M -$375K -1,469 -3%
SAG
1218
SageView Advisory Group
California
$10.8M -$248K -971 -2%
JIP
1219
Jaffetilchin Investment Partners
Florida
$10.8M +$289K +1,132 +3%
CCM
1220
Canal Capital Management
Virginia
$10.8M -$185K -725 -2%
HCA
1221
Harbour Capital Advisors
Virginia
$10.8M -$90K -353 -0.7%
PA
1222
Profund Advisors
Maryland
$10.8M -$923K -3,622 -8%
CCM
1223
Coerente Capital Management
Ontario, Canada
$10.8M -$20.4K -80 -0.2%
FNBOMD
1224
First National Bank of Mount Dora
Florida
$10.7M +$4.69M +18,390 +72%
GWMIA
1225
Global Wealth Management Investment Advisory
Florida
$10.7M -$183K -717 -2%

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.