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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
LGA
2326
Lebenthal Global Advisors
New York
$2.91M -$57.6K -226 -2%
FH
2327
FWG Holdings
Florida
$2.9M -$5.1K -20 -0.2%
LWM
2328
Lakeridge Wealth Management
Ohio
$2.9M +$554K +2,173 +22%
TPW
2329
Talon Private Wealth
Florida
$2.9M +$2.81M +11,014 +1,848%
AFC
2330
AFT Forsyth & Company
Florida
$2.9M +$51K +200 +2%
CWA
2331
Canvas Wealth Advisors
Kansas
$2.9M +$67K +263 +2%
QAM
2332
Q3 Asset Management
Michigan
$2.9M +$3.01M +11,815 New
PFWA
2333
Paces Ferry Wealth Advisors
Georgia
$2.89M +$83.6K +328 +3%
CC
2334
Callan Capital
California
$2.89M +$120K +470 +4%
PHS
2335
Pekin Hardy Strauss
Illinois
$2.88M -$725K -2,842 -19%
SLG
2336
Stanley-Laman Group
Pennsylvania
$2.88M +$50.5K +198 +2%
FFC
2337
First Financial Corp
Indiana
$2.88M -$43.3K -170 -1%
BC
2338
Belmont Capital
California
$2.87M -$4.08K -16 -0.1%
BSAM
2339
Blue Square Asset Management
New York
$2.87M -$48.7K -191 -2%
SVCP
2340
Silicon Valley Capital Partners
California
$2.87M +$369K +1,448 +14%
MCM
2341
Morton Capital Management
California
$2.86M +$24.2K +95 +0.8%
CPC
2342
Cookson Peirce & Co
Pennsylvania
$2.86M +$352K +1,379 +13%
PWM
2343
Palumbo Wealth Management
New York
$2.85M +$52.3K +205 +2%
CFO
2344
CVA Family Office
Colorado
$2.85M +$103K +405 +4%
IWM
2345
Iams Wealth Management
Nebraska
$2.84M -$69.3K -272 -2%
SEEDPG
2346
S.E.E.D. Planning Group
New York
$2.84M -$196K -769 -6%
TS
2347
TradeWell Securities
Indiana
$2.84M +$16.6K +65 +0.6%
WAM
2348
Wernau Asset Management
Massachusetts
$2.84M -$9.43K -37 -0.3%
FI
2349
Finivi Inc
Massachusetts
$2.83M +$104K +407 +4%
LA
2350
Lindenwold Advisors
Pennsylvania
$2.83M -$81.3K -319 -3%

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.