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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
AHIA
1851
Andrew Hill Investment Advisors
Florida
$5.1M -$971K -3,810 -15%
FWM
1852
Finer Wealth Management
Massachusetts
$5.1M +$88.5K +347 +2%
OWA
1853
Octavia Wealth Advisors
Ohio
$5.1M -$645K -2,530 -11%
QI
1854
QV Investors
Alberta, Canada
$5.08M -$1.29M -5,070 -20%
AA
1855
ALPS Advisors
Colorado
$5.07M -$234K -917 -4%
TNA
1856
True North Advisors
Texas
$5.07M -$598K -2,344 -10%
ZIG
1857
Zullo Investment Group
Pennsylvania
$5.07M +$35.2K +138 +0.7%
DA
1858
Doliver Advisors
Texas
$5.06M -$70.4K -276 -1%
AI
1859
Accredited Investors
Minnesota
$5.05M -$99.7K -391 -2%
PWA
1860
Providence Wealth Advisors
Illinois
$5.04M -$9.69K -38 -0.2%
CVA
1861
Central Valley Advisors
California
$5.02M -$684K -2,683 -12%
V
1862
VeraBank
Texas
$5.01M -$161K -631 -3%
IUHSA
1863
Itau Unibanco Holding S.A.
Brazil
$5M +$5.2M +20,394 New
FAP
1864
Financial Advisory Partners
Florida
$5M -$90.5K -355 -2%
DC
1865
DeDora Capital
California
$4.99M -$70.6K -277 -1%
PB
1866
Pinnacle Bancorp
Nebraska
$4.98M -$55.1K -216 -1%
VCM
1867
Violich Capital Management
California
$4.97M +$34.4K +135 +0.7%
MGWM
1868
Marks Group Wealth Management
Minnesota
$4.97M -$20.1K -79 -0.4%
AO
1869
Advisor OS
Illinois
$4.96M +$244K +956 +5%
AWA
1870
Aaron Wealth Advisors
Illinois
$4.95M +$311K +1,218 +6%
PP
1871
Pacifica Partners
Canada
$4.94M -$149K -585 -3%
AIM
1872
Acropolis Investment Management
Missouri
$4.93M -$25.5K -100 -0.5%
CFP
1873
Catalyst Financial Partners
Massachusetts
$4.92M +$204K +799 +4%
NL
1874
NWAM LLC
Washington
$4.92M -$1.12M -4,398 -18%
SLT
1875
St Louis Trust
Missouri
$4.92M +$258K +1,011 +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.