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JPMorgan Chase

4,667 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, 1,870 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 (+$432M)

0% less funds holding

Funds holding: 4,6684,667 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,870 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,667
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.54%
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
1,870
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
ASRS
201
Arizona State Retirement System
Arizona
$201M -$1.85M -7,253 -0.9%
Osaic Holdings
202
Osaic Holdings
Arizona
$200M -$21.8M -85,646 -10%
CRM
203
Cardano Risk Management
Netherlands
$199M +$5.38M +21,099 +3%
D.E. Shaw & Co
204
D.E. Shaw & Co
New York
$199M +$29.4M +115,354 +17%
Empower Advisory Group
205
Empower Advisory Group
Colorado
$197M -$54.3M -213,033 -21%
FFB
206
First Financial Bankshares
Texas
$193M +$697K +2,732 +0.3%
ProShare Advisors
207
ProShare Advisors
Maryland
$193M +$4.75M +18,649 +2%
CCMG
208
Clark Capital Management Group
Pennsylvania
$191M +$22.9M +89,934 +13%
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$190M +$198M +776,249 New
FWCM
210
Ferguson Wellman Capital Management
Oregon
$190M +$2.45M +9,628 +1%
Axa
211
Axa
France
$189M +$21.1M +82,791 +12%
VNIM
212
Vaughan Nelson Investment Management
Texas
$188M -$13.3M -52,006 -6%
CS
213
Candriam SCA
Luxembourg
$187M +$202K +792 +0.1%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$187M +$42.9M +168,224 +28%
DnB Asset Management
215
DnB Asset Management
Norway
$186M -$64.1M -251,525 -25%
HA
216
Homestead Advisers
Virginia
$185M -$12.3M -48,200 -6%
BCWM
217
Bartlett & Co Wealth Management
Ohio
$185M -$1.56M -6,127 -0.8%
WorldQuant Millennium Advisors
218
WorldQuant Millennium Advisors
New York
$185M -$26.9M -105,586 -12%
Calamos Advisors
219
Calamos Advisors
Illinois
$184M -$3.85M -15,108 -2%
DLA
220
Douglas Lane & Associates
New York
$183M -$4.39M -17,207 -2%
LGF
221
LGT Group Foundation
Liechtenstein
$183M +$56.2M +220,539 +42%
WHG
222
Westwood Holdings Group
Texas
$182M -$36.3M -142,358 -16%
CGPCS
223
Capital Group Private Client Services
California
$181M +$7.61M +29,852 +4%
ERSOT
224
Employees Retirement System of Texas
Texas
$181M -$7.21M -28,300 -4%
JHP
225
James Hambro & Partners
United Kingdom
$180M +$149K +583 +0.1%

JPM Hedge Fund Activity: Q1 2025 in Review

4,667 of the 7,462 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 1,870 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.

  • 4,667 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,668 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.