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
MA
1976
MONECO Advisors
Connecticut
$4.39M -$31.4K -123 -0.7%
AG
1977
Algert Global
California
$4.39M +$481K +1,885 +12%
GPA
1978
Guerra Pan Advisors
New Jersey
$4.38M -$1.27K -5 -0%
AWM
1979
Affinity Wealth Management
Delaware
$4.38M -$213K -835 -4%
KP
1980
Keel Point
Alabama
$4.38M +$540K +2,119 +13%
MCA
1981
Magnolia Capital Advisors
Mississippi
$4.37M -$275K -1,077 -6%
ABWM
1982
Alpine Bank Wealth Management
Colorado
$4.36M +$4.53M +17,776 New
TIA
1983
Tiemann Investment Advisors
California
$4.36M -$87.2K -342 -2%
PWM
1984
Pines Wealth Management
North Carolina
$4.35M +$20.1K +79 +0.4%
SWM
1985
Shepherd Wealth Management
Ohio
$4.35M +$1.81M +7,100 +67%
HFBOT
1986
Home Federal Bank of Tennessee
Tennessee
$4.34M -$20.1K -79 -0.4%
Marshall Wace
1987
Marshall Wace
United Kingdom
$4.34M +$4.51M +17,700 New
LWM
1988
Lodestone Wealth Management
Washington
$4.34M -$427K -1,676 -9%
AIC
1989
Argus Investors Counsel
New York
$4.32M -$266K -1,042 -6%
BWM
1990
Bernard Wealth Management
Michigan
$4.32M +$2.29M +8,984 +104%
LI
1991
LRI Investments
Florida
$4.32M +$99.2K +389 +1%
GEA
1992
Glen Eagle Advisors
New Jersey
$4.32M +$79.8K +313 +2%
WAG
1993
Winthrop Advisory Group
Massachusetts
$4.32M -$169K -661 -4%
IAS
1994
Investment Advisory Services
Texas
$4.31M -$1.02K -4 -0%
BMC
1995
Benin Management Corp
Connecticut
$4.31M +$76.2K +299 +2%
CWM
1996
Crowley Wealth Management
Delaware
$4.3M -$60.9K -239 -1%
MIA
1997
MeadowBrook Investment Advisors
Michigan
$4.3M -$80.3K -315 -2%
MCM
1998
Manchester Capital Management
Vermont
$4.28M +$204K +801 +5%
SFG
1999
Snider Financial Group
Washington
$4.28M -$174K -684 -4%
RFA
2000
Register Financial Advisors
Georgia
$4.27M -$49.7K -195 -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.