We are live on ! Find out more
JPM icon

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
NCM
1251
Nelson Capital Management
California
$10.3M -$37.5K -147 -0.4%
AG
1252
Advocate Group
Minnesota
$10.3M -$575K -2,257 -5%
MIH
1253
Meitav Investment House
Israel
$10.3M -$40.1M -157,156 -79%
PA
1254
PFG Advisors
Arizona
$10.2M +$2.07M +8,115 +24%
NS
1255
NBC Securities
Alabama
$10.2M +$10.6M +41,555 +101,354%
BFG
1256
Beacon Financial Group
Texas
$10.2M -$221K -866 -2%
I
1257
InvesTrust
Oklahoma
$10.2M -$675K -2,646 -6%
BBP
1258
Banco BTG Pactual
Brazil
$10.2M +$6.84M +26,843 +183%
TL
1259
Tradewinds LLC
North Carolina
$10.2M -$159K -622 -1%
BSC
1260
Brown Shipley & Co
United Kingdom
$10.2M -$1.52M -5,944 -13%
RSWM
1261
Robertson Stephens Wealth Management
California
$10.1M +$537K +2,106 +5%
GHA
1262
GW Henssler & Associates
Georgia
$10.1M +$10.5M +41,206 New
CWM
1263
Chronos Wealth Management
Florida
$10.1M -$102K -400 -1%
EARNEST Partners
1264
EARNEST Partners
Georgia
$10.1M -$61.2K -240 -0.6%
OFG
1265
Oxford Financial Group
Indiana
$10.1M -$641K -2,516 -6%
RC
1266
RBF Capital
California
$10.1M
FNT
1267
First Nebraska Trust
Nebraska
$10.1M -$76.5K -300 -0.7%
WPC
1268
Wedmont Private Capital
Pennsylvania
$10M +$455K +1,783 +4%
PTC
1269
Private Trust Company
Ohio
$10M +$383K +1,501 +4%
PWMAG
1270
Pinnacle Wealth Management Advisory Group
New Jersey
$10M -$40.5K -159 -0.4%
GCA
1271
Greenwood Capital Associates
South Carolina
$10M -$579K -2,270 -5%
PPW
1272
Parcion Private Wealth
Washington
$10M -$10.5K -41 -0.1%
ACM
1273
Alpha Capital Management
Texas
$10M -$552K -2,165 -5%
GLLW
1274
Graves Light Lenhart Wealth
Virginia
$10M -$38.8K -152 -0.4%
RAM
1275
Redmond Asset Management
Virginia
$9.99M -$98.9K -388 -0.9%

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.