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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
KF
2076
Krilogy Financial
Missouri
$3.92M +$284K +1,113 +7%
JWM
2077
JPL Wealth Management
Colorado
$3.92M -$185K -727 -4%
DA
2078
Dillon & Associates
Michigan
$3.92M -$147K -575 -3%
ZBNA
2079
Zions Bancorporation, National Association
Utah
$3.91M +$4.06M +15,942 New
MWP
2080
Meriwether Wealth & Planning
Louisiana
$3.91M +$140K +548 +4%
IFWM
2081
Institute for Wealth Management
Colorado
$3.9M -$15.3K -60 -0.4%
KA
2082
KLCM Advisors
Wisconsin
$3.88M +$309K +1,211 +8%
WC
2083
Weil Company
California
$3.88M -$357K -1,401 -8%
JWM
2084
Jessup Wealth Management
Ohio
$3.88M +$3.79M +14,866 +1,555%
DFA
2085
Delta Financial Advisors
Louisiana
$3.88M +$63.2K +248 +2%
VRM
2086
Vectors Research Management
New York
$3.88M +$289K +1,133 +8%
NI
2087
Natural Investments
California
$3.87M +$7.9K +31 +0.2%
NAS
2088
NWF Advisory Services
California
$3.85M -$341K -1,339 -8%
CIAS
2089
CFS Investment Advisory Services
New Jersey
$3.85M -$32.1K -126 -0.8%
CUAMC
2090
China Universal Asset Management Company
China
$3.84M +$398K +1,561 +11%
SC
2091
Sawyer & Company
Massachusetts
$3.83M -$371K -1,455 -9%
BFO
2092
Biltmore Family Office
North Carolina
$3.81M +$395K +1,550 +11%
CPWA
2093
Cerro Pacific Wealth Advisors
California
$3.81M +$34.9K +137 +0.9%
TTIC
2094
Tower Trust & Investment Company
Iowa
$3.81M +$3.97M +15,569 New
CAIM
2095
Catherine Avery Investment Management
Florida
$3.81M +$240K +941 +6%
HFP
2096
Holistic Financial Partners
Indiana
$3.81M -$14.3K -56 -0.4%
WCM
2097
Weaver Capital Management
Georgia
$3.8M +$221K +867 +6%
AIA
2098
Affinity Investment Advisors
California
$3.8M -$705K -2,765 -15%
MC
2099
Martin & Co
Tennessee
$3.79M -$29.6K -116 -0.7%
CF
2100
Convergence Financial
Missouri
$3.79M +$130K +508 +3%

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.