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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
FDP
1526
Financiere des Professionnels
Quebec, Canada
$7.28M -$1.14M -4,475 -13%
KWA
1527
Kingswood Wealth Advisors
California
$7.28M -$612K -2,399 -7%
HCM
1528
Hall Capital Management
Rhode Island
$7.27M +$406K +1,591 +6%
SPG
1529
Strategic Planning Group
Utah
$7.26M -$165K -647 -2%
AC
1530
Avestar Capital
New York
$7.24M +$526K +2,065 +8%
ACM
1531
Argyle Capital Management
Pennsylvania
$7.23M +$765 +3 +0%
BCM
1532
Buckhead Capital Management
Georgia
$7.23M +$3.06K +12 +0%
MIS
1533
Morningstar Investment Services
Illinois
$7.21M -$8.03M -31,503 -52%
PCM
1534
Patient Capital Management
Maryland
$7.21M -$765 -3 -0%
AA
1535
Argent Advisors
Louisiana
$7.21M +$146K +572 +2%
HCM
1536
Hengehold Capital Management
Ohio
$7.19M -$92.5K -363 -1%
CW
1537
CreativeOne Wealth
Kansas
$7.19M +$1.15M +4,525 +18%
WE
1538
Wealth Effects
Massachusetts
$7.18M -$324K -1,270 -4%
ANB
1539
Amarillo National Bank
Texas
$7.18M
GIA
1540
Guyasuta Investment Advisors
Pennsylvania
$7.17M -$2.22M -8,724 -23%
ESB
1541
Essex Savings Bank
Connecticut
$7.17M +$163K +641 +2%
FSG
1542
Financial Strategies Group
Michigan
$7.16M -$249K -978 -3%
FLI
1543
Family Legacy Inc
South Carolina
$7.15M -$586K -2,297 -7%
SWM
1544
SeaCrest Wealth Management
New York
$7.13M +$354K +1,388 +5%
CWP
1545
Concord Wealth Partners
Virginia
$7.13M -$350K -1,374 -5%
SMI
1546
Shelter Mutual Insurance
Missouri
$7.11M
BBA
1547
Baader Bank Aktiengesellschaft
Germany
$7.11M -$1.23M -4,836 -14%
TI
1548
tru Independence
Oregon
$7.11M -$61.4K -241 -0.8%
BONH
1549
Bank of New Hampshire
New Hampshire
$7.11M -$255K -1,000 -3%
TBT
1550
Texas Bank & Trust
Texas
$7.11M -$68.3K -268 -0.9%

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.