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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
SIA
1351
Schechter Investment Advisors
Michigan
$8.88M -$1.57M -6,171 -15%
MA
1352
McBroom & Associates
Nevada
$8.85M -$128K -501 -1%
DIA
1353
Dean Investment Associates
Ohio
$8.84M -$971K -3,810 -10%
KJHP
1354
K.J. Harrison & Partners
Ontario, Canada
$8.79M -$6.82M -26,756 -43%
BFC
1355
Blue Fin Capital
Rhode Island
$8.79M -$1.02K -4 -0%
CM
1356
Churchill Management
California
$8.77M -$79K -310 -0.9%
SB
1357
Strategic Blueprint
Georgia
$8.76M +$520K +2,041 +6%
SFI
1358
SPC Financial Inc
Maryland
$8.76M -$319K -1,250 -3%
BRM
1359
Boston Research & Management
Massachusetts
$8.74M -$326K -1,280 -3%
CAM
1360
Columbia Asset Management
Michigan
$8.72M -$739K -2,899 -8%
TNBTD
1361
Trustmark National Bank Trust Department
Mississippi
$8.72M +$1.31M +5,149 +17%
BGC
1362
Beutel, Goodman & Co
Ontario, Canada
$8.71M +$9.05M +35,488 New
EM
1363
Excalibur Management
Massachusetts
$8.68M -$67.3K -264 -0.7%
ST
1364
Somerset Trust
Pennsylvania
$8.68M -$18.9K -74 -0.2%
GFA
1365
Gifford Fong Associates
California
$8.66M
SC
1366
Skylands Capital
Wisconsin
$8.66M -$497K -1,950 -5%
WAM
1367
Werlinich Asset Management
Connecticut
$8.63M
P
1368
Paradiem
Louisiana
$8.63M
QI
1369
Qtron Investments
Massachusetts
$8.6M -$356K -1,398 -4%
LSA
1370
L & S Advisors
California
$8.58M -$2.99M -11,744 -25%
OPW
1371
Osprey Private Wealth
New York
$8.58M +$1.61M +6,300 +22%
FFN
1372
Focus Financial Network
Minnesota
$8.58M +$59.7K +234 +0.7%
SC
1373
Syon Capital
California
$8.56M +$1.27M +4,966 +17%
EW
1374
Evexia Wealth
Wisconsin
$8.55M -$138K -543 -1%
IA
1375
IFC Advisors
California
$8.55M +$39K +153 +0.4%

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.