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JPMorgan Chase

4,667 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, 1,870 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 (+$432M)

0% less funds holding

Funds holding: 4,6684,667 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,870 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,667
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.54%
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
1,870
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
Citadel Advisors
101
Citadel Advisors
Florida
$553M +$18M +70,717 +3%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$548M -$5.41M -21,226 -0.9%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$538M -$4.52M -17,710 -0.8%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$536M -$4.09M -16,028 -0.7%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$533M -$3.66M -14,372 -0.7%
Viking Global Investors
106
Viking Global Investors
Connecticut
$533M -$1.35B -5,294,539 -71%
Korea Investment Corp
107
Korea Investment Corp
South Korea
$529M +$10.4M +40,969 +2%
DB
108
Danske Bank
Denmark
$528M +$81.1M +318,014 +17%
Bank Julius Baer & Co
109
Bank Julius Baer & Co
Switzerland
$518M -$3.72M -14,590 -0.7%
Aviva
110
Aviva
United Kingdom
$517M +$64.7M +253,907 +14%
BG
111
Bahl & Gaynor
Ohio
$512M +$23.7M +92,820 +5%
Ninety One (UK)
112
Ninety One (UK)
United Kingdom
$495M +$22.1M +86,663 +4%
Cerity Partners
113
Cerity Partners
New York
$490M +$88.6M +347,398 +21%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$475M +$12.6M +49,288 +3%
M&T Bank
115
M&T Bank
New York
$473M -$30.7M -120,271 -6%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$456M +$24M +93,965 +5%
First Trust Advisors
117
First Trust Advisors
Illinois
$455M +$17M +66,517 +4%
Luther King Capital Management (LKCM)
118
Luther King Capital Management (LKCM)
Texas
$452M -$6.33M -24,836 -1%
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$448M -$1.76M -6,888 -0.4%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$447M -$11.4M -44,732 -2%
HNB
121
Huntington National Bank
Ohio
$444M +$1.2M +4,724 +0.3%
Universal-Beteiligungs- und Servicegesellschaft
122
Universal-Beteiligungs- und Servicegesellschaft
Germany
$442M -$23.6M -92,488 -5%
Lord, Abbett & Co
123
Lord, Abbett & Co
New Jersey
$441M -$49.1M -192,658 -10%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$436M +$44.6M +175,068 +11%
UM
125
UniSuper Management
Australia
$427M +$4.71M +18,490 +1%

JPM Hedge Fund Activity: Q1 2025 in Review

4,667 of the 7,462 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 1,870 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.

  • 4,667 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,668 in 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.