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JPMorgan Chase

4,669 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, 1,872 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 (+$436M)

0% more funds holding

Funds holding: 4,6694,669 (0)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,872 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,669
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
1,872
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
NAM
1476
NTV Asset Management
West Virginia
$7.65M -$603K -2,364 -7%
CD
1477
Chapin Davis
Maryland
$7.64M -$334K -1,311 -4%
CFCI
1478
Comprehensive Financial Consultants Institutional
Indiana
$7.62M -$312K -1,224 -4%
ARC
1479
Advisor Resource Council
Texas
$7.6M +$8.95M +35,103 New
ICP
1480
Ironvine Capital Partners
Nebraska
$7.6M
SCM
1481
Summerhill Capital Management
Ontario, Canada
$7.58M -$2.34M -9,175 -23%
PG
1482
Patten Group
Tennessee
$7.58M -$191K -750 -2%
SQA
1483
Simon Quick Advisors
New Jersey
$7.58M +$1.31M +5,155 +20%
HCA
1484
Horan Capital Advisors
Ohio
$7.57M -$163K -640 -2%
LAM
1485
L2 Asset Management
Massachusetts
$7.56M +$1.41M +5,543 +22%
SSW
1486
Stone Summit Wealth
Florida
$7.55M -$85.2K -334 -1%
NB
1487
Northwest Bancshares
Pennsylvania
$7.54M -$376K -1,476 -5%
PFGIA
1488
Patriot Financial Group Insurance Agency
Massachusetts
$7.51M +$29.1K +114 +0.4%
DIM
1489
DLK Investment Management
California
$7.51M -$1.96M -7,678 -20%
WBWA
1490
William B. Walkup & Associates
South Carolina
$7.5M
AIM
1491
AMI Investment Management
Indiana
$7.49M -$341K -1,338 -4%
RFN
1492
RDA Financial Network
Iowa
$7.49M -$44.9K -176 -0.6%
KA
1493
Kovack Advisors
Florida
$7.48M -$367K -1,440 -5%
CF
1494
Concorde Financial
Texas
$7.48M -$105K -410 -1%
CCA
1495
Cooper Capital Advisors
California
$7.46M -$323K -1,268 -4%
HA
1496
Herold Advisors
New York
$7.46M +$40.8K +160 +0.5%
ITIM
1497
Indiana Trust & Investment Management
Indiana
$7.46M +$223K +875 +3%
OMC
1498
Overbrook Management Corp
New York
$7.46M -$292K -1,145 -4%
AI
1499
Arvest Investments
Arkansas
$7.46M -$1.42M -5,564 -15%
FC
1500
Forte Capital
New York
$7.45M -$173K -679 -2%

JPM Hedge Fund Activity: Q1 2025 in Review

4,669 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 1,872 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.

  • 4,669 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.