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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
CWM
1701
Calamos Wealth Management
Illinois
$5.96M +$72.9K +286 +1%
TAP
1702
Tounjian Advisory Partners
Florida
$5.96M +$6.19M +24,284 New
IA
1703
Icon Advisers
Colorado
$5.95M
UB
1704
Umpqua Bank
Oregon
$5.94M -$171K -671 -3%
SIC
1705
Shoker Investment Counsel
Ohio
$5.94M -$4.59K -18 -0.1%
HA
1706
Harbor Advisors
Florida
$5.92M
MAWCM
1707
Mine & Arao Wealth Creation & Management
California
$5.91M +$8.67K +34 +0.1%
GSB
1708
Greenfield Savings Bank
Massachusetts
$5.9M -$74.7K -293 -1%
SIAP
1709
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.9M -$194K -760 -3%
GCA
1710
Gradient Capital Advisors
California
$5.89M -$72.4K -284 -1%
BCM
1711
Bretton Capital Management
California
$5.89M
MFC
1712
Mechanics Financial Corp
Ohio
$5.87M -$32.4K -127 -0.5%
PMSA
1713
Patrick M. Sweeney & Associates
Illinois
$5.87M -$20.4K -80 -0.3%
HCM
1714
Hudson Capital Management
New Jersey
$5.87M +$29.6K +116 +0.5%
TCA
1715
Trifecta Capital Advisors
Illinois
$5.86M +$103K +405 +2%
MCB
1716
Morton Community Bank
Illinois
$5.86M -$256K -1,003 -4%
LNWTC
1717
Laird Norton Wetherby Trust Company
Washington
$5.86M
RAM
1718
Roanoke Asset Management
New Jersey
$5.84M +$1.27K +5 +0%
BIP
1719
Blueprint Investment Partners
North Carolina
$5.83M -$47.9K -188 -0.8%
VWMG
1720
Virginia Wealth Management Group
Virginia
$5.83M -$543K -2,129 -8%
CWM
1721
Connecticut Wealth Management
Connecticut
$5.82M +$189K +742 +3%
BEC
1722
Blue Edge Capital
Virginia
$5.81M -$15.6K -61 -0.3%
HWM
1723
Hohimer Wealth Management
Washington
$5.81M +$3.84M +15,065 +175%
CIAS
1724
Capital Investment Advisory Services
North Carolina
$5.81M +$136K +534 +2%
LS
1725
Leelyn Smith
Illinois
$5.79M -$172K -676 -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.