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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
IAS
1776
IMA Advisory Services
Colorado
$5.47M -$168K -658 -3%
HCM
1777
Howard Capital Management
Georgia
$5.46M -$714K -2,800 -11%
IFPG
1778
Intrepid Financial Planning Group
Indiana
$5.46M +$255 +1 +0%
GD
1779
Grandfield & Dodd
New York
$5.46M -$60.2K -236 -1%
ATC
1780
Adirondack Trust Company
New York
$5.46M -$33.4K -131 -0.6%
SIM
1781
Studio Investment Management
Illinois
$5.46M -$173K -679 -3%
CIA
1782
Cohen Investment Advisors
New Hampshire
$5.45M +$9.43K +37 +0.2%
PRS
1783
Pinkerton Retirement Specialists
Idaho
$5.45M -$65.5K -257 -1%
ACM
1784
Altrius Capital Management
North Carolina
$5.45M +$98.4K +386 +2%
GCM
1785
Gables Capital Management
Florida
$5.45M -$12.7K -50 -0.2%
XSC
1786
X-Square Capital
Puerto Rico
$5.45M +$129K +507 +2%
NPA
1787
Nichols & Pratt Advisers
Massachusetts
$5.44M -$73.9K -290 -1%
RCG
1788
Regatta Capital Group
California
$5.43M +$28.3K +111 +0.5%
NSB
1789
Norway Savings Bank
Maine
$5.42M -$40K -157 -0.7%
VWM
1790
Valley Wealth Managers
New Jersey
$5.4M -$223K -874 -4%
HA
1791
Hamel Associates
New Jersey
$5.4M -$1.33M -5,220 -19%
BRCM
1792
Bright Rock Capital Management
Massachusetts
$5.4M -$3.82M -15,000 -41%
NDSI
1793
Newman Dignan & Sheerar Inc
Rhode Island
$5.39M -$237K -929 -4%
TPI
1794
Trust Point Inc
Wisconsin
$5.39M -$1.11M -4,356 -17%
BCM
1795
Blume Capital Management
California
$5.39M -$296K -1,162 -5%
HI
1796
Horizon Investments
North Carolina
$5.39M +$3.57K +14 +0.1%
DE
1797
Diversified Enterprises
Delaware
$5.39M +$2.23M +8,754 +66%
BMC
1798
Beaton Management Company
Massachusetts
$5.39M -$6.37K -25 -0.1%
RCWM
1799
Royal Capital Wealth Management
Indiana
$5.38M +$14K +55 +0.3%
SF
1800
Slagle Financial
Illinois
$5.38M +$125K +492 +2%

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.