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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
PF
2226
Prosperitas Financial
California
$3.3M +$89.5K +351 +3%
AFS
2227
Aft Forsyth & Sober
Florida
$3.29M +$25.5K +100 +0.8%
SIA
2228
Schear Investment Advisers
Ohio
$3.28M +$134K +525 +4%
CG
2229
Carmignac Gestion
France
$3.28M +$3.41M +13,374 New
JWM
2230
Jeppson Wealth Management
California
$3.28M -$229K -898 -6%
BFA
2231
Brendel Financial Advisors
New Hampshire
$3.28M -$2.04K -8 -0.1%
CCS
2232
Concentric Capital Strategies
Connecticut
$3.27M -$7M -27,467 -67%
EHWM
2233
Eads & Heald Wealth Management
Georgia
$3.27M -$150K -588 -4%
HCM
2234
Highview Capital Management
Illinois
$3.26M -$80.8K -317 -2%
GG
2235
Gleason Group
Kentucky
$3.26M -$33.9K -133 -1%
MWM
2236
MGB Wealth Management
Texas
$3.26M +$501K +1,964 +17%
CA
2237
Cornerstone Advisory
Maryland
$3.26M +$29.6K +116 +0.9%
PWM
2238
Purus Wealth Management
California
$3.26M +$139K +546 +4%
FWP
2239
Falcon Wealth Planning
California
$3.26M +$101K +396 +3%
GIM
2240
Guardian Investment Management
California
$3.25M -$1.5M -5,900 -31%
BFW
2241
Brady Family Wealth
Missouri
$3.25M -$235K -922 -7%
RIA
2242
Regal Investment Advisors
Michigan
$3.24M -$543K -2,129 -14%
QC
2243
Quent Capital
New York
$3.24M +$66.5K +261 +2%
AT
2244
Arlington Trust
Alabama
$3.24M -$171K -671 -5%
GSWM
2245
Greenup Street Wealth Management
Michigan
$3.24M +$3.37M +13,218 New
1WM
2246
1900 Wealth Management
Texas
$3.24M -$1.33M -5,226 -28%
CWA
2247
Crux Wealth Advisors
California
$3.24M -$371K -1,457 -10%
BTD
2248
BankPlus Trust Department
Mississippi
$3.24M +$107K +421 +3%
ILI
2249
Invesco LLC (Illinois)
Illinois
$3.23M +$127K +498 +4%
EWA
2250
Etesian Wealth Advisors
Oregon
$3.23M -$51K -200 -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.