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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
WI
2176
WrapManager Inc
California
$3.51M -$1.35M -5,313 -27%
Two Sigma Investments
2177
Two Sigma Investments
New York
$3.51M +$24.2K +95 +0.7%
BI
2178
Ballast Inc
Kentucky
$3.51M +$75.5K +296 +2%
GP
2179
Greenline Partners
New York
$3.5M +$44.4K +174 +1%
LI
2180
Lafayette Investments
Maryland
$3.49M +$38.5K +151 +1%
GI
2181
GS Investments
Minnesota
$3.48M -$8.92K -35 -0.2%
GWM
2182
GSB Wealth Management
Connecticut
$3.47M -$269K -1,055 -7%
WAM
2183
Weatherly Asset Management
California
$3.47M +$151K +593 +4%
DI
2184
DAGCO Inc
Ohio
$3.46M +$253K +994 +8%
MPWS
2185
McCarter Private Wealth Services
Massachusetts
$3.46M -$286K -1,120 -7%
AM
2186
Account Management
Massachusetts
$3.45M
WA
2187
WBH Advisory
Maryland
$3.44M +$157K +616 +5%
TAM
2188
Titleist Asset Management
Texas
$3.44M -$188K -739 -5%
LCG
2189
Lynx Capital Group
Ohio
$3.44M +$27.8K +109 +0.8%
OBWG
2190
Onyx Bridge Wealth Group
New York
$3.44M +$73.7K +289 +2%
HWP
2191
Highline Wealth Partners
California
$3.43M +$225K +884 +7%
MCM
2192
Monument Capital Management
Virginia
$3.43M -$50K -196 -1%
TLCM
2193
Twin Lakes Capital Management
California
$3.43M +$9.43K +37 +0.3%
JJBC
2194
James J. Burns & Company
New York
$3.43M -$17.3K -68 -0.5%
EAM
2195
Empirical Asset Management
Massachusetts
$3.43M -$50.5M -198,068 -93%
HBT
2196
Heartland Bank & Trust
Illinois
$3.42M -$1.12M -4,385 -24%
AGWCA
2197
Annis Gardner Whiting Capital Advisors
Florida
$3.42M -$106K -417 -3%
ICP
2198
Interchange Capital Partners
Pennsylvania
$3.42M +$655K +2,570 +23%
SWMG
2199
Stillwater Wealth Management Group
Florida
$3.42M +$222K +870 +7%
OCM
2200
Orleans Capital Management
Louisiana
$3.41M +$3.82K +15 +0.1%

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.