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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
AIM
1676
Athena Investment Management
California
$6.18M -$321K -1,258 -5%
MCC
1677
Malaga Cove Capital
California
$6.18M +$21.2K +83 +0.3%
Renaissance Technologies
1678
Renaissance Technologies
New York
$6.17M +$5.9M +23,152 +1,153%
RP
1679
Rowlandmiller & Partners
Georgia
$6.16M +$89.5K +351 +1%
AFA
1680
Arlington Financial Advisors
California
$6.14M +$15K +59 +0.2%
MPPLM
1681
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.14M -$236K -926 -4%
EML
1682
Eos Management LP
New York
$6.13M
ITC
1683
Inspire Trust Company
Nevada
$6.13M +$1.53M +6,000 +32%
MVA
1684
Mount Vernon Associates
Maryland
$6.13M +$18.4K +72 +0.3%
ACM
1685
Aquatic Capital Management
Illinois
$6.12M +$6.36M +24,955 New
SAM
1686
Sycomore Asset Management
France
$6.12M
AB
1687
Atlas Brown
Kentucky
$6.11M -$10.2K -40 -0.2%
GBWM
1688
Granite Bay Wealth Management
New Hampshire
$6.1M -$416K -1,633 -6%
RWA
1689
Roberts Wealth Advisors
California
$6.1M -$176K -691 -3%
DCM
1690
Dudley Capital Management
Virginia
$6.1M -$20.1K -79 -0.3%
GJWM
1691
Gilliland Jeter Wealth Management
Arkansas
$6.08M -$135K -531 -2%
CGL
1692
Clarius Group LLC
Washington
$6.07M -$416K -1,631 -6%
RSS
1693
Rosenblum Silverman Sutton
California
$6.04M +$49.2K +193 +0.8%
CI
1694
CX Institutional
Indiana
$6.04M +$274K +1,073 +5%
PPWP
1695
Premier Path Wealth Partners
New Jersey
$6M -$30.8K -121 -0.5%
1IA
1696
1834 Investment Advisors
Wisconsin
$6M -$337K -1,320 -5%
SCI
1697
S&CO Inc
Massachusetts
$5.99M -$76.5K -300 -1%
LM
1698
Lincluden Management
Ontario, Canada
$5.99M -$199K -779 -3%
TPWA
1699
TRUE Private Wealth Advisors
Oregon
$5.97M -$1.01M -3,960 -14%
WAS
1700
Winch Advisory Services
Wisconsin
$5.96M -$27.8K -109 -0.4%

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.