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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
BO
1901
Bank OZK
Arkansas
$4.76M -$107K -419 -2%
FFS
1902
Fischer Financial Services
Pennsylvania
$4.75M +$45.1K +177 +0.9%
KA
1903
Klingman & Associates
New York
$4.75M +$318K +1,248 +7%
HCM
1904
Huber Capital Management
California
$4.74M
FAIM
1905
Financial Advocates Investment Management
Washington
$4.73M -$277K -1,088 -5%
SWA
1906
Sax Wealth Advisors
New Jersey
$4.73M +$777K +3,046 +19%
SW
1907
StrongBox Wealth
Missouri
$4.73M -$328K -1,288 -6%
HIC
1908
Harvey Investment Company
Kentucky
$4.73M
SPC
1909
Spirepoint Private Client
Florida
$4.73M -$33.9K -133 -0.7%
TWP
1910
Tyche Wealth Partners
Texas
$4.72M -$117K -459 -2%
PSB
1911
Piscataqua Savings Bank
New Hampshire
$4.72M +$156K +611 +3%
RDFA
1912
Ritter Daniher Financial Advisory
Ohio
$4.71M -$25.2K -99 -0.5%
CAM
1913
Chesapeake Asset Management
New York
$4.71M +$217K +852 +5%
WPC
1914
White Pine Capital
Minnesota
$4.71M +$70.1K +275 +1%
RMAM
1915
Raab & Moskowitz Asset Management
New Jersey
$4.7M -$58.4K -229 -1%
FIC
1916
FCG Investment Company
Tennessee
$4.7M -$21.2K -83 -0.4%
GIM
1917
Gold Investment Management
Alberta, Canada
$4.69M +$61.7K +242 +1%
SWM
1918
Segment Wealth Management
Texas
$4.69M +$912K +3,576 +23%
BHB
1919
Bank Hapoalim BM
Israel
$4.69M -$195K -763 -4%
SWM
1920
Sculati Wealth Management
Michigan
$4.68M -$74.2K -291 -2%
TP
1921
Tranquility Partners
Tennessee
$4.68M +$68.6K +269 +1%
NF
1922
Nvest Financial
New Hampshire
$4.68M
ACM
1923
Aljian Capital Management
Nevada
$4.67M -$6.37K -25 -0.1%
1WA
1924
180 Wealth Advisors
Washington
$4.67M +$5.86K +23 +0.1%
PCM
1925
Princeton Capital Management
New Jersey
$4.66M +$570K +2,236 +13%

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.