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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
MNBTD
1451
Moody National Bank Trust Division
Texas
$7.9M -$115K -452 -1%
IAS
1452
Insigneo Advisory Services
Florida
$7.9M -$46.9K -184 -0.6%
GSEP
1453
Golden State Equity Partners
California
$7.87M -$143K -561 -2%
Koshinski Asset Management
1454
Koshinski Asset Management
Illinois
$7.86M +$1.4M +5,481 +21%
WP
1455
WealthShield Partners
North Carolina
$7.86M +$705K +2,765 +9%
KCM
1456
Kennedy Capital Management
Missouri
$7.85M -$879K -3,447 -10%
RCAG
1457
Rehmann Capital Advisory Group
Michigan
$7.85M +$518K +2,030 +7%
WWA
1458
WCG Wealth Advisors
Nevada
$7.82M -$551K -2,160 -6%
EGA
1459
E&G Advisors
Texas
$7.79M -$98.2K -385 -1%
ST
1460
Sentinel Trust
Texas
$7.77M -$246K -964 -3%
CNFG
1461
Creegan & Nassoura Financial Group
New Hampshire
$7.76M -$147K -575 -2%
AIM
1462
AHL Investment Management
Florida
$7.76M -$22.9K -90 -0.3%
MMPW
1463
Mitchell McLeod Pugh & Williams
Alabama
$7.76M -$19.9K -78 -0.2%
WTA
1464
Washington Trust Advisors
Massachusetts
$7.76M -$52.3K -205 -0.6%
AG
1465
AlTi Global
New York
$7.75M -$710K -2,784 -8%
BFC
1466
Bedel Financial Consulting
Indiana
$7.75M +$58.9K +231 +0.7%
GWMR
1467
GC Wealth Management RIA
Massachusetts
$7.73M +$213K +834 +3%
PFA
1468
Pathway Financial Advisers
Indiana
$7.71M -$292K -1,145 -4%
LG
1469
Leuthold Group
Minnesota
$7.7M -$567K -2,224 -7%
SAM
1470
Sompo Asset Management
Japan
$7.7M -$515K -2,020 -6%
AWM
1471
Accurate Wealth Management
Florida
$7.68M +$382K +1,499 +5%
SBIA
1472
Sheaff Brock Investment Advisors
Indiana
$7.67M -$67.8K -266 -0.8%
GBT
1473
Grove Bank & Trust
Florida
$7.66M +$716K +2,808 +10%
MA
1474
MSA Advisors
California
$7.65M +$982K +3,850 +14%
AFM
1475
Abbot Financial Management
Massachusetts
$7.65M +$34.9K +137 +0.4%

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.