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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
HDIM
1826
Hanson & Doremus Investment Management
Vermont
$5.27M +$908K +3,560 +20%
CLA
1827
Carnegie Lake Advisors
New Jersey
$5.26M +$30.8K +121 +0.6%
WAM
1828
Wakefield Asset Management
Colorado
$5.26M +$1.17M +4,596 +27%
SWA
1829
SOA Wealth Advisors
New York
$5.25M +$5.89M +23,094 +108%
VIM
1830
Vista Investment Management
Pennsylvania
$5.25M -$499K -1,956 -8%
DWM
1831
Dynasty Wealth Management
Florida
$5.25M -$563K -2,210 -9%
JGCM
1832
Joseph Group Capital Management
Ohio
$5.24M +$344K +1,349 +7%
SICM
1833
Sustainable Insight Capital Management
New York
$5.24M -$393K -1,543 -7%
VanEck Associates
1834
VanEck Associates
New York
$5.21M -$4.68M -18,338 -46%
RSA
1835
River Street Advisors
Illinois
$5.21M +$52.5K +206 +1%
NG
1836
Norden Group
Utah
$5.19M -$44.4K -174 -0.8%
AMI
1837
Amica Mutual Insurance
Rhode Island
$5.18M
BFPW
1838
BOK Financial Private Wealth
Colorado
$5.18M -$261K -1,022 -5%
CCM
1839
Consolidated Capital Management
California
$5.17M +$5.37M +21,083 New
VFA
1840
Voya Financial Advisors
Connecticut
$5.16M +$323K +1,268 +6%
MUAMU
1841
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.15M -$255K -1,000 -5%
DMKJ
1842
David M. Knott Jr
$5.15M
SCM
1843
SOL Capital Management
Maryland
$5.15M -$5.1K -20 -0.1%
FCM
1844
Fire Capital Management
California
$5.14M +$208K +815 +4%
MG
1845
Mather Group
Illinois
$5.13M +$690K +2,705 +15%
BCM
1846
Brookmont Capital Management
Texas
$5.13M -$513K -2,013 -9%
BDS
1847
Banco de Sabadell
Florida
$5.12M +$735K +2,884 +16%
MWM
1848
Massachusetts Wealth Management
Massachusetts
$5.11M -$171K -670 -3%
BFA
1849
Beaumont Financial Advisors
Massachusetts
$5.11M -$14K -55 -0.3%
GGHC
1850
Gilder Gagnon Howe & Co
New York
$5.1M -$28.3K -111 -0.5%

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.