We are live on ! Find out more
JPM icon

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
NW
1551
Naviter Wealth
Arkansas
$7.11M +$137K +537 +2%
GAG
1552
GM Advisory Group
New York
$7.09M +$238K +932 +3%
CWAG
1553
Compton Wealth Advisory Group
Virginia
$7.04M -$307K -1,203 -4%
MBT
1554
Montecito Bank & Trust
California
$7.04M +$12.7K +50 +0.2%
WIS
1555
Wright Investors Service
Connecticut
$7.04M -$318K -1,249 -4%
MCM
1556
MV Capital Management
Maryland
$7.03M -$14.5K -57 -0.2%
LFA
1557
Lauterbach Financial Advisors
Texas
$7.01M +$4.08K +16 +0.1%
EW
1558
Evoke Wealth
California
$7.01M +$188K +739 +3%
DWM
1559
Diversify Wealth Management
Utah
$7M +$1.13M +4,422 +18%
HLCM
1560
Hi-Line Capital Management
South Dakota
$7M +$153K +601 +2%
DA
1561
DCM Advisors
New York
$6.99M -$1M -3,934 -12%
LSA
1562
Leonteq Securities AG
Switzerland
$6.99M +$6.99M +27,401 +2,491%
SI
1563
Sava Infond
Slovenia
$6.98M -$140K -550 -2%
PGWM
1564
Parisi Gray Wealth Management
New Jersey
$6.98M +$609K +2,387 +9%
PAM
1565
Paradigm Asset Management
New York
$6.96M
EPW
1566
Evergreen Private Wealth
Colorado
$6.96M -$29.6K -116 -0.4%
RCIM
1567
Red Cedar Investment Management
Michigan
$6.94M
ATI
1568
Act Two Investors
California
$6.94M -$11.5K -45 -0.2%
CI
1569
Cigna Investments
Connecticut
$6.94M -$152K -597 -2%
GLR
1570
Great Lakes Retirement
Ohio
$6.93M +$97.6K +383 +1%
LC
1571
Lincoln Capital
Nebraska
$6.92M -$133K -520 -2%
MIM
1572
MTM Investment Management
South Carolina
$6.92M -$109K -428 -1%
BWG
1573
Berry Wealth Group
Texas
$6.91M -$189K -740 -3%
RBC
1574
Romano Brothers & Co
Illinois
$6.91M -$192K -755 -3%
PCA
1575
Peddock Capital Advisors
Massachusetts
$6.89M -$115K -451 -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.