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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
WFAG
2001
Worth Financial Advisory Group
North Carolina
$4.27M -$76.2K -299 -2%
CS
2002
Crescent Sterling
Louisiana
$4.26M -$54.6K -214 -1%
PDL
2003
Portfolio Design Labs
California
$4.26M -$1.35M -5,306 -23%
ODG
2004
O'Dell Group
Ohio
$4.26M -$278K -1,092 -6%
Two Sigma Advisers
2005
Two Sigma Advisers
New York
$4.24M -$9.05M -35,500 -67%
BWM
2006
BKM Wealth Management
Wisconsin
$4.24M +$245K +961 +6%
SMC
2007
Smith, Moore & Co
Missouri
$4.24M -$30.1K -118 -0.7%
HFM
2008
Hartford Funds Management
Pennsylvania
$4.24M -$27.3K -107 -0.6%
IWA
2009
Invera Wealth Advisors
Oregon
$4.23M -$1.82M -7,122 -29%
ICP
2010
Impact Capital Partners
Colorado
$4.23M +$177K +694 +4%
CFFP
2011
Center for Financial Planning
Michigan
$4.23M +$96.6K +379 +2%
CBT
2012
Central Bank & Trust
Kentucky
$4.23M +$69.6K +273 +2%
VBCG
2013
Valley Brook Capital Group
Pennsylvania
$4.23M +$23.7K +93 +0.5%
CA
2014
Continuum Advisory
Idaho
$4.23M -$145K -570 -3%
SAM
2015
Sawgrass Asset Management
Florida
$4.22M -$285K -1,119 -6%
SPI
2016
Strategic Planning Inc
Ohio
$4.22M +$4.39M +17,204 New
WA
2017
WP Advisors
California
$4.22M -$37K -145 -0.8%
MFS
2018
Mattson Financial Services
Michigan
$4.22M +$188K +739 +4%
PPWP
2019
Proquility Private Wealth Partners
Nevada
$4.21M -$644K -2,526 -13%
OF
2020
Outfitter Financial
Maine
$4.2M -$245K -960 -5%
PMA
2021
Prudent Man Advisors
Illinois
$4.2M +$123K +481 +3%
CCT
2022
Capital City Trust
Florida
$4.2M +$270K +1,061 +7%
CTC
2023
Cetera Trust Company
Minnesota
$4.2M -$94.3K -370 -2%
SIC
2024
Sterling Investment Counsel
New York
$4.2M +$2.45M +9,601 +128%
MC
2025
Marest Capital
California
$4.18M +$38K +149 +0.9%

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.