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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
AA
1926
Armis Advisers
Georgia
$4.65M +$3.54M +13,901 +272%
MIM
1927
Miller Investment Management
Pennsylvania
$4.64M
TFA
1928
Trinity Financial Advisors
Ohio
$4.64M +$268K +1,051 +5%
GFG
1929
Goldstone Financial Group
Illinois
$4.63M +$173K +680 +4%
HA
1930
Huntleigh Advisors
Missouri
$4.63M +$94.6K +371 +2%
LCM
1931
Leisure Capital Management
California
$4.63M -$13.3K -52 -0.3%
CH
1932
Canton Hathaway
Rhode Island
$4.62M
GIM
1933
Generali Investments Management
Slovenia
$4.62M +$1.18M +4,630 +33%
TPW
1934
Transatlantique Private Wealth
New York
$4.62M -$288K -1,128 -6%
SDWIA
1935
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.61M +$1.78K +7 +0%
MAM
1936
Milestone Asset Management
Pennsylvania
$4.61M +$2.89M +11,348 +153%
BB
1937
Bell Bank
North Dakota
$4.6M +$91.3K +358 +2%
IIA
1938
IPG Investment Advisors
California
$4.59M +$3.09M +12,108 +183%
MIM
1939
Moseley Investment Management
Florida
$4.59M +$31.1K +122 +0.7%
TI
1940
TTP Investments
California
$4.58M +$3.03M +11,901 +176%
PPG
1941
Peak Planning Group
Colorado
$4.58M -$74.7K -293 -2%
MFA
1942
Mayflower Financial Advisors
Massachusetts
$4.57M -$146K -571 -3%
TCPW
1943
Twin City Private Wealth
North Carolina
$4.55M -$60.4K -237 -1%
AAM
1944
Aureus Asset Management
Massachusetts
$4.54M -$36.5K -143 -0.8%
TCM
1945
Teza Capital Management
Illinois
$4.53M +$4.71M +18,481 New
HW
1946
Hedeker Wealth
Illinois
$4.53M -$101K -397 -2%
DSAM
1947
Dock Street Asset Management
Florida
$4.52M +$3.96M +15,535 +534%
AWM
1948
Aries Wealth Management
Maine
$4.52M +$141K +552 +3%
MTIC
1949
Missouri Trust & Investment Company
Missouri
$4.52M -$97.9K -384 -2%
SCP
1950
Stamos Capital Partners
California
$4.52M +$154K +604 +3%

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.