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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
PIP
1876
Peachtree Investment Partners
Florida
$4.92M +$118K +464 +2%
OFS
1877
OneAscent Financial Services
Alabama
$4.91M +$238K +933 +5%
IP
1878
Investment Partners
Ohio
$4.9M +$146K +573 +3%
AWE
1879
Avidian Wealth Enterprises
Texas
$4.9M +$13.8K +54 +0.3%
NIP
1880
Nicholas Investment Partners
California
$4.9M
CIC
1881
Chilton Investment Company
Connecticut
$4.89M +$1.13M +4,421 +28%
MSK
1882
Melissa S. Kampmann
$4.89M +$34.4K +135 +0.7%
SMH
1883
Sanders Morris Harris
Texas
$4.89M
Edgewood Management
1884
Edgewood Management
Connecticut
$4.89M -$61.7K -242 -1%
FTF
1885
Freedom Together Foundation
New York
$4.87M
KCP
1886
Kera Capital Partners
California
$4.87M +$64.8K +254 +1%
AWM
1887
Avaii Wealth Management
Wisconsin
$4.86M +$3.81M +14,951 +308%
LJAC
1888
L.J. Altfest & Co
New York
$4.86M -$224K -878 -4%
NWM
1889
Northcape Wealth Management
New York
$4.85M -$111K -436 -2%
AP
1890
Adero Partners
California
$4.84M +$120K +469 +2%
WA
1891
Wasatch Advisors
Utah
$4.83M +$127K +500 +3%
FBC
1892
Fairfield, Bush & Co
Connecticut
$4.82M -$191K -749 -4%
IP
1893
Intellectus Partners
California
$4.79M -$66.5K -261 -1%
RFA
1894
Resurgent Financial Advisors
Georgia
$4.79M -$101K -396 -2%
OFA
1895
Oak Family Advisors
Illinois
$4.78M +$224K +879 +5%
PCM
1896
Poehling Capital Management
Wisconsin
$4.78M -$17.6K -69 -0.4%
FMTCOCP
1897
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.78M -$171K -671 -3%
EWM
1898
Evermay Wealth Management
Virginia
$4.77M -$138K -543 -3%
ZF
1899
Zhang Financial
Michigan
$4.77M +$1.8M +7,067 +57%
PFA
1900
Pure Financial Advisors
California
$4.76M -$62.7K -246 -1%

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.