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 (+$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
BC
1651
Bowman & Company
Wisconsin
$6.35M +$257K +1,009 +4%
SSI
1652
Scott & Selber Inc
Texas
$6.34M -$40.8K -160 -0.6%
UCI
1653
Uncommon Cents Investing
Wisconsin
$6.34M -$80.1K -314 -1%
HL
1654
HeadInvest LLC
Maine
$6.31M -$126K -495 -2%
LRPA
1655
L. Roy Papp & Associates
Arizona
$6.31M +$19.6K +77 +0.3%
CRCM
1656
Crystal Rock Capital Management
Illinois
$6.3M -$416K -1,630 -6%
GCM
1657
Garland Capital Management
Washington
$6.29M -$1.17M -4,580 -15%
BL
1658
BFSG LLC
California
$6.29M -$402K -1,576 -6%
SP
1659
Saranac Partners
$6.29M +$769K +3,016 +13%
MMG
1660
Monetary Management Group
Missouri
$6.28M +$25.5K +100 +0.4%
TSMHT
1661
Thurston Springer Miller Herd & Titak
Indiana
$6.27M +$3.62M +14,182 +125%
KIC
1662
Kensington Investment Counsel
California
$6.27M +$139K +546 +2%
SS
1663
Sunbelt Securities
Texas
$6.27M -$964K -3,783 -13%
AIMA
1664
Ables Iannone Moore & Associates
Georgia
$6.26M -$40.5K -159 -0.6%
BIG
1665
Brooklyn Investment Group
New York
$6.26M +$1.58M +6,212 +32%
IRAG
1666
Investment Research & Advisory Group
Georgia
$6.25M +$29.8K +117 +0.5%
RWM
1667
RKL Wealth Management
Pennsylvania
$6.24M +$325K +1,273 +5%
BIM
1668
Brentview Investment Management
Illinois
$6.22M +$331K +1,298 +5%
Arrowstreet Capital
1669
Arrowstreet Capital
Massachusetts
$6.22M -$120M -470,724 -95%
PWS
1670
Peloton Wealth Strategists
Indiana
$6.21M -$2.3M -9,010 -26%
IWA
1671
IBEX Wealth Advisors
New Jersey
$6.21M +$1.11M +4,370 +21%
PAG
1672
Private Advisory Group
Washington
$6.2M +$1.11M +4,367 +21%
WCM Investment Management
1673
WCM Investment Management
California
$6.19M -$145K -567 -2%
WP
1674
WealthPLAN Partners
Nebraska
$6.19M -$58.6K -230 -0.9%
LWA
1675
Lineweaver Wealth Advisors
Ohio
$6.18M +$332K +1,302 +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, 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.