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
CB
2051
CNB Bank
Pennsylvania
$4.04M -$248K -972 -6%
BCA
2052
Bay Colony Advisors
Massachusetts
$4.03M +$68.1K +267 +2%
OL
2053
Optas LLC
Texas
$4.03M +$45.6K +179 +1%
AIIMS
2054
Analyst IMS Investment Management Services
Israel
$4.03M +$1.83M +7,191 +78%
BCM
2055
Boltwood Capital Management
California
$4.03M +$506K +1,985 +14%
FCA
2056
FLC Capital Advisors
California
$4.03M +$37.7K +148 +0.9%
EA
2057
Eclectic Associates
California
$4.03M +$27.3K +107 +0.7%
ALA
2058
Atlas Legacy Advisors
California
$4.02M +$53K +208 +1%
MWA
2059
Moser Wealth Advisors
Washington
$4.02M -$51K -200 -1%
PFSC
2060
Peoples Financial Services Corp
Pennsylvania
$4.01M -$66.3K -260 -2%
PWPS
2061
Pinnacle Wealth Planning Services
Ohio
$4.01M +$348K +1,364 +9%
GKWIM
2062
Gerber Kawasaki Wealth & Investment Management
California
$4M +$793K +3,112 +24%
M1FG
2063
Mach-1 Financial Group
Arkansas
$4M +$2.92M +11,452 +236%
FCCM
2064
First City Capital Management
Georgia
$3.99M -$19.9K -78 -0.5%
BHBT
2065
Burke & Herbert Bank & Trust
Virginia
$3.98M -$496K -1,945 -11%
CBT
2066
Crews Bank & Trust
Florida
$3.97M -$60.4K -237 -1%
PFM
2067
Phillips Financial Management
Indiana
$3.96M +$11.5K +45 +0.3%
CPIA
2068
Cornell Pochily Investment Advisors
New York
$3.96M -$10.7K -42 -0.3%
SM
2069
Sweeney & Michel
California
$3.95M +$4.65M +18,236 New
CV
2070
Counterweight Ventures
North Carolina
$3.95M +$99.4K +390 +2%
CIP
2071
Convergence Investment Partners
Florida
$3.95M -$364K -1,427 -8%
TCPG
2072
Trivant Custom Portfolio Group
California
$3.94M -$39K -153 -0.9%
CCG
2073
Ceeto Capital Group
Florida
$3.93M +$1.02K +4 +0%
MWA
2074
MN Wealth Advisors
Kansas
$3.92M +$3.67M +14,395 +900%
EFSCE
2075
Enterprise Financial Services Corp (EFSC)
Missouri
$3.92M -$41.6K -163 -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.