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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
BCG
2201
Breakwater Capital Group
New Jersey
$3.41M +$729K +2,860 +26%
SN
2202
Sittner & Nelson
Oregon
$3.41M -$2.04K -8 -0.1%
RWP
2203
Revolve Wealth Partners
New Jersey
$3.41M +$484K +1,900 +16%
AW
2204
Alaethes Wealth
Nevada
$3.4M -$5.86K -23 -0.2%
AWC
2205
Abundance Wealth Counselors
Pennsylvania
$3.4M +$88K +345 +3%
HIMS
2206
Hager Investment Management Services
New Hampshire
$3.4M -$135K -529 -4%
FPWM
2207
FSB Premier Wealth Management
Iowa
$3.4M +$203K +798 +6%
IIL
2208
Insight Inv LLC
California
$3.39M +$3.95M +15,504 +112%
VCP
2209
Verus Capital Partners
Arizona
$3.39M +$115K +453 +3%
PCH
2210
PGIM Custom Harvest
New Jersey
$3.39M +$337K +1,320 +11%
TIA
2211
Traphagen Investment Advisors
New Jersey
$3.39M +$151K +591 +4%
SI
2212
Saxon Interests
Texas
$3.39M +$853K +3,345 +32%
CIM
2213
CIM Investment Management
Pennsylvania
$3.38M +$139K +546 +4%
SI
2214
Shaker Investments
Ohio
$3.36M -$73.9K -290 -2%
BFIC
2215
Bedell Frazier Investment Counselling
California
$3.36M -$56.1K -220 -2%
WA
2216
Wealth Architects
California
$3.35M +$818K +3,208 +31%
BFA
2217
Benedict Financial Advisors
Georgia
$3.35M -$189K -740 -5%
RHP
2218
Royal Harbor Partners
Texas
$3.33M -$323K -1,267 -9%
BP
2219
Broadleaf Partners
Ohio
$3.33M +$3.46M +13,573 New
NAMP
2220
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.33M
QPWM
2221
Quadrant Private Wealth Management
Pennsylvania
$3.31M -$716K -2,808 -17%
AWA
2222
Alta Wealth Advisors
Massachusetts
$3.31M +$1.24M +4,876 +57%
TWM
2223
Tradition Wealth Management
Minnesota
$3.31M +$120K +472 +4%
HAG
2224
HF Advisory Group
Maryland
$3.31M -$46.9K -184 -1%
RWS
2225
Resolute Wealth Strategies
Mississippi
$3.3M +$121K +476 +4%

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.