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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
62.54%
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
IA
1376
IFC Advisors
California
$8.55M +$39K +153 +0.4%
CAAS
1377
Capital Asset Advisory Services
Michigan
$8.54M -$1.23M -4,816 -12%
AAM
1378
Augustine Asset Management
Florida
$8.53M +$29.1K +114 +0.3%
MCCP
1379
Mission Creek Capital Partners
California
$8.52M -$245K -960 -2%
LFM
1380
LGT Fund Management
Liechtenstein
$8.52M -$1.39M -5,445 -14%
FCMT
1381
Founders Capital Management (Texas)
Texas
$8.51M -$131K -515 -1%
ALC
1382
Alexander Labrunerie & Co
Missouri
$8.51M +$68.6K +269 +0.8%
MYIA
1383
Mount Yale Investment Advisors
Colorado
$8.48M -$509K -1,997 -5%
CCM
1384
Cinctive Capital Management
New York
$8.48M +$8.81M +34,566 New
CCA
1385
Checchi Capital Advisers
California
$8.48M -$58.4K -229 -0.7%
RA
1386
RFG Advisory
Alabama
$8.47M +$1.05M +4,118 +14%
MLIC
1387
Mandatum Life Insurance Company
Finland
$8.46M
PTC
1388
Philadelphia Trust Company
Pennsylvania
$8.45M -$389K -1,527 -4%
AAS
1389
Ameritas Advisory Services
Nebraska
$8.45M -$2.48M -9,733 -22%
CI
1390
Cavalier Investments
Georgia
$8.44M +$7.58M +29,717 +633%
HWAM
1391
Hennion & Walsh Asset Management
New Jersey
$8.44M +$796K +3,122 +10%
BA
1392
Baugh & Associates
Georgia
$8.42M -$24.7K -97 -0.3%
DS
1393
DRW Securities
Illinois
$8.42M -$6.18M -24,256 -41%
SIG
1394
Sargent Investment Group
Maryland
$8.42M +$765K +2,999 +10%
IWA
1395
Icon Wealth Advisors
Texas
$8.41M +$519K +2,036 +6%
EL
1396
Essex LLC
Illinois
$8.41M -$303K -1,187 -3%
WPIC
1397
White Pine Investment Company
Michigan
$8.37M -$557K -2,185 -6%
WBC
1398
West Branch Capital
Massachusetts
$8.37M +$286K +1,123 +3%
HCM
1399
Harvey Capital Management
Florida
$8.36M -$257K -1,008 -3%
Verition Fund Management
1400
Verition Fund Management
Connecticut
$8.33M -$1.82M -7,129 -17%

JPM Hedge Fund Activity: Q1 2025 in Review

4,668 of the 7,464 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.