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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
WIM
1801
Wittenberg Investment Management
Massachusetts
$5.38M -$2.58M -10,133 -32%
SOAMC
1802
Spirit of America Management Corp
New York
$5.37M
ECML
1803
Eagle Capital Management (Louisiana)
Louisiana
$5.36M -$23.7K -93 -0.4%
TGAM
1804
TBH Global Asset Management
Tennessee
$5.36M +$2.85M +11,197 +105%
GS
1805
GWN Securities
Florida
$5.35M +$2.33M +9,122 +77%
JSL
1806
JT Stratford LLC
Georgia
$5.34M +$269K +1,054 +5%
LRWA
1807
Long Run Wealth Advisors
New York
$5.34M +$336K +1,316 +6%
HI
1808
Hudock Inc
Pennsylvania
$5.34M -$64.2K -252 -1%
COI
1809
Connable Office Inc
Michigan
$5.34M -$1.04M -4,060 -16%
CCWM
1810
Cassaday & Co Wealth Management
Virginia
$5.34M +$193K +756 +4%
SAI
1811
Savvy Advisors Inc
New York
$5.34M +$559K +2,193 +11%
WR
1812
WD Rutherford
Oregon
$5.33M +$22.9K +90 +0.4%
CFMC
1813
Curbstone Financial Management Corp
New Hampshire
$5.33M -$225K -883 -4%
SIA
1814
SGL Investment Advisors
Montana
$5.32M -$1.91M -7,479 -26%
MCM
1815
Marathon Capital Management
Maryland
$5.32M -$15.8K -62 -0.3%
CAC
1816
Certified Advisory Corp
Florida
$5.31M -$264K -1,035 -5%
TM
1817
TigerOak Management
New Mexico
$5.31M +$113K +445 +2%
WIC
1818
Wilkins Investment Counsel
Massachusetts
$5.29M -$261K -1,025 -5%
SEIA
1819
Signature Estate & Investment Advisors
California
$5.28M -$182K -714 -3%
APG
1820
Abacus Planning Group
South Carolina
$5.28M +$36.2K +142 +0.7%
PRA
1821
Pine Ridge Advisers
New York
$5.27M
BLC
1822
Brown, Lisle/Cummings
Rhode Island
$5.27M +$113K +445 +2%
CT
1823
Coastline Trust
Rhode Island
$5.27M +$122K +479 +2%
SIA
1824
Strategic Investment Advisors
Michigan
$5.27M -$357K -1,401 -6%
AF
1825
AGP Franklin
Tennessee
$5.27M +$109K +427 +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.