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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
OIA
2301
Optimum Investment Advisors
Illinois
$3M -$178K -697 -5%
PEA
2302
Park Edge Advisors
Ohio
$3M +$45.6K +179 +1%
NCM
2303
Neumann Capital Management
California
$2.99M -$86.7K -340 -3%
Aristotle Capital Management
2304
Aristotle Capital Management
California
$2.98M -$4.33K -17 -0.1%
PL
2305
Perpetual Ltd
Australia
$2.98M +$395K +1,548 +15%
AC
2306
Apella Capital
Connecticut
$2.98M +$788K +3,089 +32%
FA
2307
Financial Advisors
Massachusetts
$2.97M
FFG
2308
Fortem Financial Group
California
$2.97M -$19.4K -76 -0.6%
CHJWM
2309
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.96M -$5.1K -20 -0.2%
IWS
2310
Insight Wealth Strategies
California
$2.95M -$72.4K -284 -2%
HWA
2311
Heritage Wealth Advisors
Virginia
$2.95M -$112K -440 -4%
NHC
2312
Nicholas Hoffman & Company
Georgia
$2.95M -$30.8K -121 -1%
MCWA
2313
Meadow Creek Wealth Advisors
Georgia
$2.95M -$21.7K -85 -0.7%
VNA
2314
Valley National Advisers
Pennsylvania
$2.94M -$89.5K -351 -3%
EBWM
2315
Eagle Bluffs Wealth Management
Missouri
$2.94M +$5.35K +21 +0.2%
BWP
2316
BSW Wealth Partners
Colorado
$2.94M +$157K +614 +5%
KCPT
2317
Kingstone Capital Partners Texas
Texas
$2.93M +$9.94K +39 +0.3%
MEG
2318
Millstone Evans Group
Colorado
$2.93M -$101K -395 -3%
FPCP
2319
Fort Point Capital Partners
California
$2.93M -$25K -98 -0.8%
WMP
2320
Wealth Management Partners
Arizona
$2.92M +$23.5K +92 +0.8%
AC
2321
Aldebaran Capital
Indiana
$2.92M
FNBOH
2322
First National Bank of Hutchinson
Kansas
$2.92M -$15K -59 -0.5%
CAWM
2323
Capital Advisors Wealth Management
Washington
$2.92M +$426K +1,670 +16%
WA
2324
Waddell & Associates
Tennessee
$2.91M +$157K +617 +5%
USWG
2325
U.S. Wealth Group
New York
$2.91M -$70.4K -276 -2%

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.