We are live on ! Find out more
JPM icon

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
PWCM
1951
Processus Wealth & Capital Management
Tennessee
$4.51M -$5.35K -21 -0.1%
LMKC
1952
L.M. Kohn & Company
Ohio
$4.51M +$89.2K +350 +2%
EPIMS
1953
Evelyn Partners Investment Management Services
$4.5M +$1.05M +4,114 +29%
ATWA
1954
Arbor Trust Wealth Advisors
Michigan
$4.5M -$92.3K -362 -2%
BWM
1955
BCGM Wealth Management
Indiana
$4.5M +$113K +444 +2%
HDA
1956
Harold Davidson & Associates
California
$4.48M -$99.9K -392 -2%
OC
1957
Opinicus Capital
Florida
$4.46M -$294K -1,152 -6%
DA
1958
Denali Advisors
California
$4.46M -$102K -400 -2%
OAM
1959
Oak Asset Management
California
$4.46M +$25.7K +101 +0.6%
AAP
1960
Arax Advisory Partners
Colorado
$4.45M -$262K -1,029 -5%
AIC
1961
Archer Investment Corporation
Indiana
$4.43M -$28K -110 -0.6%
GLA
1962
Good Life Advisors
Pennsylvania
$4.43M -$102K -400 -2%
3IP
1963
3Chopt Investment Partners
Virginia
$4.43M +$163K +638 +4%
GWM
1964
Graybill Wealth Management
Illinois
$4.43M +$4.6M +18,050 New
RP
1965
Raelipskie Partnership
Ontario, Canada
$4.43M -$337K -1,322 -7%
QWM
1966
Quadcap Wealth Management
Texas
$4.43M -$220K -863 -5%
LJCM
1967
Lee Johnson Capital Management
Texas
$4.42M -$310K -1,215 -6%
AWM
1968
Angeles Wealth Management
California
$4.41M +$12K +47 +0.3%
EGM
1969
Engineers Gate Manager
New York
$4.41M -$539K -2,113 -11%
FWM
1970
Forza Wealth Management
Florida
$4.4M +$35.7K +140 +0.8%
AEPWM
1971
Atlantic Edge Private Wealth Management
Florida
$4.4M +$25.7K +101 +0.6%
WC
1972
Waterloo Capital
Texas
$4.4M +$444K +1,743 +11%
AIM
1973
Aspen Investment Management
Michigan
$4.4M -$30.3K -119 -0.7%
CCA
1974
Cobblestone Capital Advisors
New York
$4.39M -$475K -1,864 -9%
FUBT
1975
First United Bank & Trust
Maryland
$4.39M -$78K -306 -2%

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.