We are live on ! Find out more
JPM icon

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
WAAG
2251
Wealth Alliance Advisory Group
Kansas
$3.23M -$61.7K -242 -2%
CIM
2252
Chapman Investment Management
California
$3.22M +$18.9K +74 +0.6%
MM
2253
Morangie Management
Florida
$3.22M +$133K +520 +4%
CA
2254
CGN Advisors
Kansas
$3.21M -$610K -2,393 -15%
LWP
2255
LMG Wealth Partners
Louisiana
$3.2M +$255 +1 +0%
LWMM
2256
Legacy Wealth Management (Mississippi)
Mississippi
$3.2M +$38.2K +150 +1%
WCM
2257
Winthrop Capital Management
Indiana
$3.2M +$59.4K +233 +2%
MA
2258
MCF Advisors
Kentucky
$3.19M -$68.8K -270 -2%
MSE
2259
MUFG Securities EMEA
United Kingdom
$3.19M -$47.7M -187,001 -94%
UM
2260
Ulysses Management
New York
$3.19M
VC
2261
Vicus Capital
Pennsylvania
$3.18M +$618K +2,424 +23%
NPF
2262
Norris Perne & French
Michigan
$3.18M
CPSC
2263
Carl P. Sherr & Co
Massachusetts
$3.17M -$173K -678 -5%
BAM
2264
BOS Asset Management
Illinois
$3.17M +$301K +1,182 +10%
GSWM
2265
Golden State Wealth Management
California
$3.17M +$8.67K +34 +0.3%
CA
2266
Cannon Advisors
North Carolina
$3.16M +$870K +3,412 +36%
BB
2267
Burford Brothers
Texas
$3.15M +$34.9K +137 +1%
USB
2268
Union Savings Bank
Connecticut
$3.15M +$35.2K +138 +1%
NPT
2269
National Philanthropic Trust
Pennsylvania
$3.15M -$1.1M -4,317 -25%
DTC
2270
Davidson Trust Company
Washington
$3.15M -$157K -615 -5%
CPA
2271
Court Place Advisors
Maryland
$3.15M -$80.1K -314 -2%
PMFA
2272
Plante Moran Financial Advisors
Michigan
$3.14M -$240K -941 -7%
AA
2273
Advisory Alpha
Michigan
$3.14M +$235K +922 +8%
MPA
2274
Marvin & Palmer Associates
Delaware
$3.14M
GCS
2275
Gordian Capital (Singapore)
Singapore
$3.13M +$1.74M +6,830 +113%

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.