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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
TPWM
2126
Twelve Points Wealth Management
Massachusetts
$3.69M -$179K -701 -4%
RCA
2127
Ranch Capital Advisors
Florida
$3.69M +$199K +779 +5%
MA
2128
MJP Associates
Connecticut
$3.68M
EAM
2129
EULAV Asset Management
Florida
$3.68M
BL
2130
Bleichroeder LP
New York
$3.68M
HCM
2131
Hicks Capital Management
Ohio
$3.68M +$3.82M +14,990 New
OHWP
2132
Oak Harbor Wealth Partners
North Carolina
$3.67M -$444K -1,743 -10%
PPC
2133
Park Place Capital
Alabama
$3.66M +$756K +2,965 +25%
PWAM
2134
Pinnacle West Asset Management
Wyoming
$3.66M -$73.9K -290 -2%
GCC
2135
Guardian Capital (Canada)
Ontario, Canada
$3.65M +$568K +2,229 +18%
GAM
2136
Grandview Asset Management
Pennsylvania
$3.65M +$257K +1,007 +7%
REMPR
2137
Roof Eidam Maycock Peralta (REMP)
California
$3.65M +$96.9K +380 +3%
BBNA
2138
Bremer Bank National Association
Minnesota
$3.65M +$18.9K +74 +0.5%
ACM
2139
Accent Capital Management
Ohio
$3.65M +$255 +1 +0%
AW
2140
Alteri Wealth
California
$3.64M -$76K -298 -2%
CWM
2141
Centric Wealth Management
Illinois
$3.63M +$428K +1,680 +13%
BCFD
2142
Boit C.F. David
$3.62M -$76.5K -300 -2%
KF
2143
KKM Financial
Illinois
$3.61M -$544K -2,134 -13%
PWMG
2144
Prestige Wealth Management Group
New Jersey
$3.61M -$3.57K -14 -0.1%
OIS
2145
Okabena Investment Services
Minnesota
$3.61M +$878K +3,442 +31%
DAM
2146
Delta Asset Management
Tennessee
$3.61M -$69.3K -272 -2%
RA
2147
Rockingstone Advisors
Massachusetts
$3.61M +$65K +255 +2%
FCFC
2148
First Commonwealth Financial Corp
Pennsylvania
$3.6M -$224K -878 -6%
SP
2149
SWS Partners
Ohio
$3.59M +$88.2K +346 +2%
AW
2150
Apricus Wealth
South Carolina
$3.59M -$755K -2,961 -17%

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.