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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
KAS
2026
KPP Advisory Services
Kentucky
$4.17M +$935K +3,667 +27%
BSA
2027
Bull Street Advisors
Georgia
$4.16M -$19.1K -75 -0.4%
WGC
2028
Watts Gwilliam & Co
Arizona
$4.15M +$132K +519 +3%
CFS
2029
Commonwealth Financial Services
West Virginia
$4.14M +$211K +827 +5%
MSFS
2030
Main Street Financial Solutions
Pennsylvania
$4.14M +$31.1K +122 +0.7%
WA
2031
Wealth Alliance
New York
$4.13M +$118K +461 +3%
WFG
2032
Wills Financial Group
Virginia
$4.13M -$5.1K -20 -0.1%
VCAM
2033
Van Cleef Asset Management
Ohio
$4.13M -$139K -547 -3%
AFA
2034
Antonelli Financial Advisors
Michigan
$4.13M
PC
2035
Permanens Capital
New York
$4.12M +$345K +1,355 +9%
KNW
2036
Kesler Norman & Wride
Utah
$4.12M +$662K +2,598 +18%
GPFA
2037
Game Plan Financial Advisors
Ohio
$4.12M
UAG
2038
United Advisor Group
Ohio
$4.11M -$456K -1,790 -10%
CPBTD
2039
Central Pacific Bank - Trust Division
Hawaii
$4.11M -$23.7K -93 -0.6%
LIM
2040
Loudon Investment Management
New Hampshire
$4.1M +$149K +585 +4%
VFM
2041
Vision Financial Markets
Connecticut
$4.1M -$19.9K -78 -0.5%
SC
2042
Searle & Co
Connecticut
$4.09M
PWG
2043
Portside Wealth Group
Utah
$4.09M -$67.6K -265 -2%
TCM
2044
Tandem Capital Management
New Jersey
$4.07M +$10.7K +42 +0.3%
FBT
2045
First Bankers Trust
Kentucky
$4.06M +$146K +574 +4%
KM
2046
KP Management
Minnesota
$4.05M
AWM
2047
Aprio Wealth Management
Georgia
$4.05M +$250K +982 +6%
Financial Engines Advisors
2048
Financial Engines Advisors
California
$4.05M -$12.5K -49 -0.3%
CCM
2049
Condor Capital Management
New Jersey
$4.05M -$40.8K -160 -1%
SGC
2050
Slocum, Gordon & Co
Rhode Island
$4.05M -$38.2K -150 -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.