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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
MCA
1626
MSH Capital Advisors
Arizona
$6.53M -$938K -3,678 -12%
UBG
1627
United Bank (Georgia)
Georgia
$6.53M -$200K -783 -3%
JWCA
1628
J.W. Coons Advisors
Ohio
$6.53M -$115K -450 -2%
CI
1629
Cherokee Insurance
Michigan
$6.5M
DA
1630
Dover Advisors
Virginia
$6.5M +$2.27M +8,891 +51%
EHC
1631
Everett Harris & Co
California
$6.48M +$45.6K +179 +0.7%
LAM
1632
Lingohr Asset Management
Germany
$6.47M +$6.05M +23,720 +835%
IC
1633
Inscription Capital
Texas
$6.47M +$8.24M +32,315 New
TSWM
1634
Triangle Securities Wealth Management
North Carolina
$6.46M -$163K -638 -2%
OPA
1635
Old Port Advisors
Maine
$6.45M -$131K -513 -2%
CAMV
1636
Concord Asset Management (Virginia)
Virginia
$6.45M +$244K +956 +4%
MHS
1637
M Holdings Securities
Oregon
$6.44M +$111K +435 +2%
LCM
1638
Liberty Capital Management
Michigan
$6.44M +$126K +495 +2%
AL
1639
Aspiriant LLC
California
$6.44M -$255K -1,002 -4%
OAM
1640
Occidental Asset Management
California
$6.43M +$575K +2,256 +9%
EFG
1641
Everhart Financial Group
Ohio
$6.42M +$157K +614 +2%
CAM
1642
Covenant Asset Management
New Jersey
$6.41M -$124K -485 -2%
A
1643
Argentarii
Ohio
$6.4M +$121K +475 +2%
JF
1644
Jericho Financial
Ohio
$6.4M -$198K -775 -3%
AIS
1645
AM Investment Strategies
Tennessee
$6.39M +$9.94K +39 +0.1%
CNC
1646
Citizens & Northern Corp
Pennsylvania
$6.39M +$81.3K +319 +1%
BWM
1647
BNC Wealth Management
Oregon
$6.38M +$295K +1,156 +5%
SCM
1648
Silvant Capital Management
Georgia
$6.37M
MCWS
1649
McKinley Carter Wealth Services
West Virginia
$6.36M -$26.5K -104 -0.4%
CA
1650
CoreCap Advisors
Michigan
$6.36M +$204K +801 +3%

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.