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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
AMIM
2151
Aull & Monroe Investment Management
Alabama
$3.59M -$25.5K -100 -0.7%
TPW
2152
Turn8 Private Wealth
$3.59M -$18.4K -72 -0.5%
CP
2153
Canopy Partners
Ohio
$3.58M -$76K -298 -2%
IIA
2154
Integral Investment Advisors
California
$3.58M +$88K +345 +2%
JHCP
2155
Jackson Hole Capital Partners
Oklahoma
$3.57M +$8.67K +34 +0.2%
BHA
2156
Beech Hill Advisors
New York
$3.57M -$63.7K -250 -2%
AA
2157
Alta Advisers
United Kingdom
$3.56M +$1.33M +5,200 +56%
GS
2158
GTS Securities
New York
$3.56M -$1.18M -4,620 -24%
EW
2159
Elyxium Wealth
California
$3.55M +$2.37M +9,315 +180%
WCM
2160
Weik Capital Management
Pennsylvania
$3.55M -$40.8K -160 -1%
MWM
2161
Marion Wealth Management
Pennsylvania
$3.55M -$581K -2,279 -14%
RPSA
2162
Richard P. Slaughter Associates
Texas
$3.54M -$1.9M -7,468 -34%
HIC
2163
Hartline Investment Corp
Illinois
$3.54M +$26.8K +105 +0.7%
MIM
2164
Marshall Investment Management
Colorado
$3.54M -$290K -1,136 -7%
SLWA
2165
San Luis Wealth Advisors
California
$3.54M -$1.56M -6,110 -30%
SEP
2166
Southland Equity Partners
Missouri
$3.54M +$44.4K +174 +1%
MLA
2167
MB, Levis & Associates
Pennsylvania
$3.53M -$2.04K -8 -0.1%
BCM
2168
Beck Capital Management
Texas
$3.53M -$15.6K -61 -0.4%
KJWM
2169
Kiley Juergens Wealth Management
Washington
$3.53M +$67.3K +264 +2%
CCWA
2170
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.53M +$644K +2,526 +21%
FDS
2171
First Dallas Securities
Texas
$3.53M +$32.9K +129 +0.9%
OWM
2172
Orca Wealth Management
Florida
$3.53M +$9.69K +38 +0.3%
RMP
2173
Richards, Merrill & Peterson
Washington
$3.53M -$37.2K -146 -1%
FFO
2174
Fiduciary Family Office
Florida
$3.51M +$3.42M +13,403 +1,465%
CPC
2175
Congress Park Capital
New York
$3.51M -$644K -2,525 -15%

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.