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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
RZH
1751
Relyea Zuckerberg Hanson
Connecticut
$5.6M -$21.4K -84 -0.4%
FFA
1752
Fragasso Financial Advisors
Pennsylvania
$5.59M +$2.48M +9,734 +74%
TLP
1753
Trinity Legacy Partners
Texas
$5.59M -$936K -3,670 -15%
DFG
1754
Delta Financial Group
New Jersey
$5.58M +$57.9K +227 +1%
KTC
1755
Kentucky Trust Company
Kentucky
$5.57M -$47.9K -188 -0.8%
SFA
1756
Souders Financial Advisors
Ohio
$5.57M -$1.79M -7,034 -24%
NB
1757
Nicolet Bankshares
Wisconsin
$5.57M -$420K -1,649 -7%
CWM
1758
Cornerstone Wealth Management
Missouri
$5.56M +$111K +435 +2%
NCM
1759
NCM Capital Management
New Jersey
$5.56M -$33.4K -131 -0.6%
TBNY
1760
Trustco Bank (New York)
New York
$5.55M +$12K +47 +0.2%
AFP
1761
Ausdal Financial Partners
Iowa
$5.55M +$1.31M +5,125 +29%
SCM
1762
Seascape Capital Management
New Hampshire
$5.54M -$150K -587 -3%
WMA
1763
West Michigan Advisors
Michigan
$5.54M -$110K -433 -2%
WC
1764
Wynn Capital
Georgia
$5.54M +$1.1M +4,310 +24%
CAM
1765
Centre Asset Management
New York
$5.53M +$5.75M +22,560 New
MCM
1766
Monarch Capital Management
Indiana
$5.53M -$1.09M -4,257 -16%
HPCM
1767
Hunter Perkins Capital Management
Illinois
$5.53M -$326K -1,278 -5%
FM
1768
Family Management
New York
$5.53M +$192K +753 +3%
LOIM
1769
Liberty One Investment Management
Illinois
$5.52M +$33.9K +133 +0.6%
GL
1770
Governors Lane
New York
$5.52M +$5.74M +22,500 New
AMG
1771
Advisors Management Group
Wisconsin
$5.52M -$27.3K -107 -0.5%
MSAM
1772
Moloney Securities Asset Management
Missouri
$5.51M -$865K -3,391 -13%
LC
1773
Legacy CG
Texas
$5.51M -$265K -1,040 -4%
SSWM
1774
Sheets Smith Wealth Management
North Carolina
$5.49M -$91.5K -359 -2%
SLC
1775
Second Line Capital
Louisiana
$5.47M +$170K +666 +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.