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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
NG
1726
Novem Group
New York
$5.79M +$313K +1,228 +5%
CPW
1727
Cove Private Wealth
New York
$5.77M +$972K +3,814 +19%
MFS
1728
Monetta Financial Services
Illinois
$5.76M
WPW
1729
Waldron Private Wealth
Pennsylvania
$5.76M -$6.21M -24,344 -51%
EWM
1730
EPG Wealth Management
Georgia
$5.75M -$388K -1,523 -6%
SIAG
1731
Signet Investment Advisory Group
Rhode Island
$5.75M -$523K -2,053 -8%
MWA
1732
Midland Wealth Advisors
Illinois
$5.74M -$166K -650 -3%
TPM
1733
Triasima Portfolio Management
Quebec, Canada
$5.73M +$75K +294 +1%
SS
1734
SBI Securities
Japan
$5.72M +$804K +3,153 +16%
ORC
1735
O'Rourke & Company
Massachusetts
$5.71M +$46.9K +184 +0.8%
BOS
1736
Bank of Stockton
California
$5.7M -$25.5K -100 -0.4%
KFI
1737
Key Financial Inc
Pennsylvania
$5.7M +$40.3K +158 +0.7%
EFG
1738
Ethos Financial Group
Pennsylvania
$5.69M +$1.18M +4,646 +25%
OC
1739
Optimas Capital
Hong Kong
$5.68M +$2.34M +9,171 +66%
MC
1740
Mathes Company
New York
$5.68M -$171K -670 -3%
BCFS
1741
Butensky & Cohen Financial Security
Florida
$5.65M -$486K -1,905 -8%
AWM
1742
Ameliora Wealth Management
Switzerland
$5.65M
PCTC
1743
Perkins Coie Trust Company
Washington
$5.64M +$124K +486 +2%
EC
1744
Enhancing Capital
Pennsylvania
$5.64M
AF
1745
Ally Financial
Michigan
$5.64M +$5.86M +23,000 New
PBC
1746
Pavion Blue Capital
California
$5.62M -$11.5K -45 -0.2%
PS
1747
Pensionfund Sabic
Netherlands
$5.62M -$918K -3,600 -14%
MPIA
1748
Mountain Pacific Investment Advisers
Idaho
$5.61M -$78.5K -308 -1%
ACM
1749
AlphaStar Capital Management
North Carolina
$5.61M +$432K +1,694 +8%
PFM
1750
Patton Fund Management
Texas
$5.6M -$1.72M -6,752 -23%

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.