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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
SCP
1501
Sandhill Capital Partners
New York
$7.42M +$8.67K +34 +0.1%
MFG
1502
MidWestOne Financial Group
Iowa
$7.42M -$11K -43 -0.1%
MIP
1503
Marietta Investment Partners
Wisconsin
$7.42M +$155K +607 +2%
UHC
1504
Union Heritage Capital
Michigan
$7.41M
IA
1505
Integrity Alliance
Iowa
$7.4M +$5.55M +21,774 +259%
EWA
1506
Exencial Wealth Advisors
Oklahoma
$7.39M -$69.6K -273 -0.9%
CBB
1507
Citizens Business Bank
California
$7.38M +$2.5M +9,820 +48%
AC
1508
Addison Capital
Pennsylvania
$7.38M -$345K -1,354 -4%
HWA
1509
HCR Wealth Advisors
California
$7.36M -$26.8K -105 -0.3%
AH
1510
Allen Holding
New York
$7.36M
AIA
1511
AssuredPartners Investment Advisors
Florida
$7.35M +$351K +1,375 +5%
RMSCM
1512
R.M. Sincerbeaux Capital Management
New York
$7.35M
HPIA
1513
Hamilton Point Investment Advisors
North Carolina
$7.35M +$15.8K +62 +0.2%
BMA
1514
Brooks Moore & Associates
Tennessee
$7.34M -$25.7K -101 -0.3%
RI
1515
Redwood Investments
Massachusetts
$7.33M +$30.1K +118 +0.4%
Parallax Volatility Advisers
1516
Parallax Volatility Advisers
California
$7.33M +$7.1M +27,854 +1,384%
EBT
1517
Enterprise Bank & Trust
Massachusetts
$7.32M +$78.5K +308 +1%
SW
1518
Simplicity Wealth
New Jersey
$7.32M +$3.36M +13,166 +79%
AIP
1519
Ameritas Investment Partners
Nebraska
$7.31M -$157K -616 -2%
HEIP
1520
Hudson Edge Investment Partners
New Jersey
$7.31M -$3.47M -13,609 -31%
IIC
1521
Integrated Investment Consultants
Michigan
$7.31M +$2.59M +10,155 +52%
ZCI
1522
Zevenbergen Capital Investments
Washington
$7.3M -$141K -555 -2%
SCM
1523
Sitrin Capital Management
California
$7.29M -$1.85M -7,245 -20%
SACTSONJ
1524
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.29M
IA
1525
IFG Advisory
Georgia
$7.28M +$376K +1,476 +5%

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.