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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
LHC
1426
Little House Capital
Massachusetts
$8.14M +$145K +568 +2%
ADL
1427
Asset Dedication LLC
California
$8.12M -$1.88M -7,359 -18%
FBFS
1428
First Business Financial Services
Wisconsin
$8.11M +$438K +1,717 +5%
KFBMI
1429
Kentucky Farm Bureau Mutual Insurance
Kentucky
$8.09M
CWP
1430
CFM Wealth Partners
Texas
$8.05M +$356K +1,395 +4%
UWM
1431
Udine Wealth Management
Florida
$8.04M +$452K +1,771 +6%
FMB
1432
Field & Main Bank
Kentucky
$8.04M +$166K +652 +2%
NP
1433
Nilsine Partners
Colorado
$8.03M +$227K +892 +3%
CIP
1434
Capital Insight Partners
Arizona
$8.03M -$136K -535 -2%
BP
1435
BBR Partners
New York
$8.03M -$190K -745 -2%
EWA
1436
EverSource Wealth Advisors
Alabama
$8.02M -$15K -59 -0.2%
LSPW
1437
Lake Street Private Wealth
Illinois
$8.02M +$250K +982 +3%
RCA
1438
Resonant Capital Advisors
Wisconsin
$7.99M -$39.8K -156 -0.5%
PAM
1439
Pegasus Asset Management
New York
$7.99M +$39.5K +155 +0.5%
SP
1440
Stonebrook Private
Michigan
$7.99M -$60.7K -238 -0.7%
HWMO
1441
Heritage Wealth Management (Ohio)
Ohio
$7.96M -$327K -1,284 -4%
WIM
1442
WealthPlan Investment Management
Nebraska
$7.96M +$616K +2,417 +8%
O
1443
Ossiam
France
$7.96M -$314K -1,232 -4%
TAM
1444
Trust Asset Management
Texas
$7.95M -$231K -906 -3%
BKA
1445
Brick & Kyle Associates
Pennsylvania
$7.94M -$228K -893 -3%
RA
1446
Ransom Advisory
Rhode Island
$7.94M +$54.8K +215 +0.7%
EA
1447
Everpar Advisors
Oklahoma
$7.94M -$15.8K -62 -0.2%
CTC (Chicago Trading Company)
1448
CTC (Chicago Trading Company)
Illinois
$7.94M +$5.33M +20,903 +182%
PFBT
1449
Parkside Financial Bank & Trust
Missouri
$7.91M -$196K -768 -2%
PWAM
1450
Private Wealth Asset Management
Iowa
$7.91M +$8.22M +32,232 New

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.