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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
CHC
1226
City Holding Co
West Virginia
$10.7M +$236K +927 +2%
CA
1227
Claro Advisors
Massachusetts
$10.6M +$164K +643 +2%
XWM
1228
Xcel Wealth Management
Florida
$10.6M -$2.26M -8,867 -17%
IB
1229
Intrust Bank
Kansas
$10.6M +$30.3K +119 +0.3%
MAM
1230
Mirabaud Asset Management
United Kingdom
$10.6M -$200K -785 -2%
PCA
1231
Providence Capital Advisors
North Carolina
$10.6M +$107K +419 +1%
MCM
1232
Moore Capital Management
New York
$10.6M +$11M +43,171 New
KCPG
1233
Kavar Capital Partners Group
Kansas
$10.6M +$233K +915 +2%
JCM
1234
Jacobi Capital Management
Pennsylvania
$10.6M +$261K +1,024 +2%
Alyeska Investment Group
1235
Alyeska Investment Group
Illinois
$10.5M +$11M +42,994 New
KA
1236
Kintegral Advisory
New York
$10.5M -$36.7K -144 -0.3%
CIM
1237
Contravisory Investment Management
Massachusetts
$10.5M +$1.23M +4,814 +13%
PL
1238
Parthenon LLC
Kentucky
$10.5M -$765K -3,000 -7%
BL
1239
BCWM LLC
Kansas
$10.5M -$188K -737 -2%
TCBWMS
1240
Texas Capital Bank Wealth Management Services
Texas
$10.5M -$2.18M -8,562 -17%
BA
1241
Bridgewater Advisors
New York
$10.5M +$104K +407 +1%
MCM
1242
Maltese Capital Management
New York
$10.4M +$2.56M +10,050 +31%
FMTC
1243
Farmers & Merchants Trust Company
California
$10.4M -$279K -1,094 -3%
BCCM
1244
Bridge Creek Capital Management
Massachusetts
$10.4M -$734K -2,880 -6%
APSI
1245
Asset Planning Services Inc
Louisiana
$10.3M -$79K -310 -0.7%
OSNBOA
1246
Old Second National Bank of Aurora
Illinois
$10.3M -$53K -208 -0.5%
CWM
1247
Compass Wealth Management
Connecticut
$10.3M -$728K -2,854 -6%
VFM
1248
Viking Fund Management
North Dakota
$10.3M
RFA
1249
Rollins Financial Advisors
New York
$10.3M +$2.89M +11,325 +37%
SIA
1250
Soltis Investment Advisors
Utah
$10.3M +$2.22M +8,706 +26%

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.