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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
BWL
1326
Bogart Wealth LLC
Virginia
$9.28M -$4.33K -17 -0%
SFA
1327
Semmax Financial Advisors
North Carolina
$9.24M +$269K +1,057 +3%
HCM
1328
Howland Capital Management
Massachusetts
$9.24M +$800K +3,138 +9%
DW30
1329
Drucker Wealth 3.0
New Jersey
$9.23M -$298K -1,170 -3%
UAM
1330
Unison Asset Management
Florida
$9.2M -$571K -2,241 -5%
KIM
1331
Kestra Investment Management
Texas
$9.2M +$2.72M +10,666 +40%
DLCIG
1332
D.L. Carlson Investment Group
New Hampshire
$9.18M -$457K -1,794 -5%
GCM
1333
Genus Capital Management
British Columbia, Canada
$9.16M +$9.52M +37,353 New
BWAM
1334
Boyd Watterson Asset Management
Ohio
$9.15M -$433K -1,698 -4%
OL
1335
Owen LaRue
Kentucky
$9.13M +$270K +1,060 +3%
CICC
1336
Capital Investment Counsel (Colorado)
Colorado
$9.11M -$217K -853 -2%
AOWM
1337
Alpha Omega Wealth Management
Virginia
$9.07M -$433K -1,697 -4%
SBFM
1338
S-Bank Fund Management
Finland
$9.06M +$9.42M +36,936 New
WAS
1339
Wealth Advisory Solutions
Indiana
$9.04M -$1.27M -4,977 -12%
SAI
1340
Systematic Alpha Investments
New Jersey
$9.03M
SNB
1341
Security National Bank
Nebraska
$9.03M +$372K +1,458 +4%
MWAM
1342
Manhattan West Asset Management
California
$9M +$648K +2,542 +7%
SHA
1343
Seneca House Advisors
Virginia
$9M -$273K -1,069 -3%
CWM
1344
Cordatus Wealth Management
Pennsylvania
$8.97M +$38K +149 +0.4%
HCM
1345
Hodges Capital Management
Texas
$8.95M -$1.99M -7,820 -18%
HI
1346
Harbour Investments
Wisconsin
$8.94M +$89.2K +350 +1%
TA
1347
TFG Advisers
Michigan
$8.94M +$126K +495 +1%
AT
1348
American Trust
Kentucky
$8.91M -$66.5K -261 -0.7%
WWM
1349
Western Wealth Management
Colorado
$8.9M +$279K +1,095 +3%
FWP
1350
FAS Wealth Partners
Kansas
$8.88M +$196K +770 +2%

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.