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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
RFMS
1301
RWQ Financial Management Services
Florida
$9.68M -$15.8M -61,919 -61%
CAG
1302
Csenge Advisory Group
Florida
$9.67M +$1.78M +6,988 +20%
MBTD
1303
Mechanics Bank - Trust Department
California
$9.66M -$159K -622 -2%
FFG
1304
Frisch Financial Group
New York
$9.65M -$2.06M -8,098 -17%
TPA
1305
Trivium Point Advisory
Connecticut
$9.64M -$515K -2,019 -5%
CNBTD
1306
Citizens National Bank Trust Department
Mississippi
$9.64M -$2.55K -10 -0%
SP
1307
Stablepoint Partners
Massachusetts
$9.6M -$1.26M -4,952 -11%
SA
1308
Strategic Advisors
New York
$9.57M -$972K -3,813 -9%
HZ
1309
Hixon Zuercher
Ohio
$9.57M -$4.59K -18 -0%
LSWM
1310
Lorne Steinberg Wealth Management
Canada
$9.52M -$54.6K -214 -0.5%
FIB
1311
First Interstate Bank
Montana
$9.5M -$737K -2,889 -7%
DDC
1312
DF Dent & Co
Maryland
$9.49M +$714K +2,801 +8%
BWM
1313
BigSur Wealth Management
Florida
$9.49M +$1.36M +5,340 +16%
SCM
1314
Shelton Capital Management
Colorado
$9.49M -$14.5M -56,949 -60%
AWA
1315
Arete Wealth Advisors
Illinois
$9.48M +$8.28M +32,490 +92%
BA
1316
Bristlecone Advisors
Washington
$9.47M -$23.5K -92 -0.2%
MP
1317
McDonald Partners
Ohio
$9.39M -$158K -621 -2%
CWM
1318
Chemistry Wealth Management
New York
$9.39M -$8.67K -34 -0.1%
AAMA
1319
Advanced Asset Management Advisors
Ohio
$9.37M +$255 +1 +0%
AWM
1320
Avior Wealth Management
Nebraska
$9.36M -$1.21M -4,758 -11%
HCM
1321
Hilton Capital Management
New York
$9.35M +$243K +953 +3%
CT
1322
Chicago Trust
Illinois
$9.32M -$562K -2,204 -5%
LFA
1323
Legacy Financial Advisors
Kentucky
$9.31M -$57.4K -225 -0.6%
BB
1324
Berkshire Bank
Massachusetts
$9.29M -$241K -944 -2%
LT
1325
Legacy Trust
Michigan
$9.29M -$5.1K -20 -0.1%

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.