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JPMorgan Chase

4,667 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, 1,870 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 (+$432M)

0% less funds holding

Funds holding: 4,6684,667 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,870 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,667
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.54%
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
1,870
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
PA
176
Paralel Advisors
Colorado
$252M
TAF
177
Tredje AP-fonden
Sweden
$249M +$50.1M +196,584 +24%
BTW
178
Boston Trust Walden
Massachusetts
$249M -$3.57M -13,997 -1%
CLOS
179
Compagnie Lombard Odier SCmA
Switzerland
$248M +$6.36M +24,942 +3%
State of Tennessee, Department of Treasury
180
State of Tennessee, Department of Treasury
Tennessee
$246M -$5.18M -20,322 -2%
BFS
181
Bradley Foster & Sargent
Connecticut
$245M -$14M -54,977 -5%
SCM
182
Smead Capital Management
Arizona
$242M -$23.8M -93,373 -9%
LF
183
Lansforsakringar Fondforvaltning
Sweden
$238M -$2.66M -10,437 -1%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$238M +$18M +70,729 +8%
TWC
185
TD Waterhouse Canada
Ontario, Canada
$233M -$2.33M -9,121 -0.9%
State of New Jersey Common Pension Fund D
186
State of New Jersey Common Pension Fund D
New Jersey
$233M -$25.2M -98,747 -9%
JFL
187
Jarislowsky, Fraser Ltd
Quebec, Canada
$232M -$6.58M -25,808 -3%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$232M -$32.9M -128,942 -12%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$231M -$2.12M -8,324 -0.9%
Retirement Systems of Alabama
190
Retirement Systems of Alabama
Alabama
$226M -$8.59M -33,679 -4%
Rafferty Asset Management
191
Rafferty Asset Management
New York
$225M -$19.5M -76,611 -8%
JWBC
192
John W. Bristol & Co
New York
$224M -$4.97M -19,497 -2%
RAM
193
Resona Asset Management
Japan
$224M +$14.8M +57,871 +7%
SOMRS
194
State of Michigan Retirement System
Michigan
$221M +$35M +137,400 +18%
MML Investors Services
195
MML Investors Services
Massachusetts
$220M +$7.88M +30,920 +4%
N
196
Natixis
France
$212M +$69.9M +274,103 +46%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$211M +$26.1M +102,501 +14%
PAM
198
Panagora Asset Management
Massachusetts
$210M +$17.3M +67,898 +9%
SEI Investments
199
SEI Investments
Pennsylvania
$205M +$10.8M +42,382 +5%
SG Americas Securities
200
SG Americas Securities
New York
$202M +$206M +808,116 +4,942%

JPM Hedge Fund Activity: Q1 2025 in Review

4,667 of the 7,462 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 1,870 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.

  • 4,667 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,668 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.