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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
OCAM
1276
Onex Canada Asset Management
Ontario, Canada
$9.96M -$504K -1,978 -5%
ACG
1277
Allen Capital Group
Nebraska
$9.95M +$1.04M +4,086 +11%
BWS
1278
Buck Wealth Strategies
Colorado
$9.94M -$190K -744 -2%
CGIM
1279
Capital Group Investment Management
Singapore
$9.93M
BAM
1280
Belpointe Asset Management
Nevada
$9.92M +$94.6K +371 +0.9%
SAM
1281
Socorro Asset Management
Texas
$9.88M +$700K +2,744 +7%
VA
1282
Valmark Advisers
Ohio
$9.86M -$94.6K -371 -0.9%
PCIG
1283
Partners Capital Investment Group
Massachusetts
$9.83M +$4.86M +19,060 +91%
AIM
1284
Anchor Investment Management
South Carolina
$9.8M -$85.2K -334 -0.8%
QIM
1285
Quest Investment Management
Oregon
$9.79M -$4.24M -16,612 -29%
AMM
1286
American Money Management
California
$9.79M -$199K -780 -2%
FC
1287
Fusion Capital
South Carolina
$9.77M -$113K -443 -1%
BCPWM
1288
Bradley & Co Private Wealth Management
Florida
$9.77M -$979K -3,841 -9%
EFMC
1289
Empire Financial Management Company
New York
$9.77M +$211K +826 +2%
EFM
1290
E Fund Management
China
$9.77M +$1.55M +6,093 +18%
GL
1291
Graypoint LLC
New York
$9.77M +$1.02K +4 +0%
LC
1292
Lindbrook Capital
California
$9.76M -$120K -472 -1%
VST
1293
Van Strum & Towne
California
$9.76M +$419K +1,644 +4%
SAM
1294
Smartleaf Asset Management
Massachusetts
$9.75M +$355K +1,392 +4%
NC
1295
NBW Capital
Massachusetts
$9.73M -$3.34M -13,111 -25%
DIP
1296
DT Investment Partners
Pennsylvania
$9.73M -$280K -1,097 -3%
UF
1297
Univest Financial
Pennsylvania
$9.73M -$247K -970 -2%
WAS
1298
WESPAC Advisors SoCal
California
$9.7M -$435K -1,705 -4%
CC
1299
Constitution Capital
Connecticut
$9.7M +$394K +1,545 +4%
SAM
1300
Selway Asset Management
$9.68M -$266K -1,045 -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.