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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 (+$434M)

0% less funds holding

Funds holding: 4,6704,669 (-1)

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
-1
Holders Change %
-0.02%
% 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
DAS
1601
Diversify Advisory Services
Utah
$6.65M +$231K +907 +3%
SFS
1602
Strategic Financial Services
New York
$6.64M -$333K -1,308 -5%
MA
1603
Modus Advisors
Minnesota
$6.63M +$97.9K +384 +1%
BOPW
1604
Brandywine Oak Private Wealth
Pennsylvania
$6.63M -$141K -552 -2%
AF
1605
Advisornet Financial
Minnesota
$6.61M -$482K -1,892 -7%
MCCA
1606
Mill Creek Capital Advisors
Pennsylvania
$6.6M +$56.6K +222 +0.8%
AF
1607
Arrow Financial
New York
$6.6M -$3.25M -12,741 -32%
IIC
1608
Ironwood Investment Counsel
Arizona
$6.6M +$109K +429 +2%
ACS
1609
Archford Capital Strategies
Illinois
$6.59M +$1.78M +6,968 +35%
JSW
1610
Journey Strategic Wealth
New Jersey
$6.59M +$1.55M +6,089 +29%
MWM
1611
Mattern Wealth Management
Kansas
$6.59M +$94.3K +370 +1%
ST
1612
Smithfield Trust
Pennsylvania
$6.59M -$168K -660 -2%
RCM
1613
RB Capital Management
Nevada
$6.59M +$164K +644 +2%
SGCA
1614
Steel Grove Capital Advisors
Tennessee
$6.57M -$10.2K -40 -0.1%
FPB
1615
First PREMIER Bank
South Dakota
$6.57M -$228K -893 -3%
GM
1616
GeoWealth Management
Illinois
$6.57M -$1.62M -6,336 -19%
LA
1617
LVW Advisors
New York
$6.56M -$141K -554 -2%
MW
1618
Marcum Wealth
Ohio
$6.56M -$2.15M -8,424 -24%
NRC
1619
New Republic Capital
North Carolina
$6.56M +$1.79M +7,010 +36%
CIG
1620
Consolidated Investment Group
Colorado
$6.55M -$252K -990 -4%
LA
1621
Legacy Advisors
Pennsylvania
$6.55M +$15.8K +62 +0.2%
ACM
1622
Alta Capital Management
Utah
$6.54M -$28.6K -112 -0.4%
MCM
1623
McRae Capital Management
New Jersey
$6.54M -$4.4M -17,241 -39%
CST
1624
Charles Schwab Trust
Nevada
$6.54M -$728K -2,854 -10%
CWMK
1625
Caliber Wealth Management (Kansas)
Kansas
$6.54M +$6.79M +26,645 New

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, down from 4,670 in 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.