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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
AA
2351
Auxano Advisors
Washington
$2.82M -$28.8K -113 -1%
GSC
2352
G&S Capital
Colorado
$2.82M -$725K -2,844 -20%
TWP
2353
Tempus Wealth Planning
California
$2.81M +$86.7K +340 +3%
BTWM
2354
Baker Tilly Wealth Management
Wisconsin
$2.81M +$43.9K +172 +2%
MCM
2355
Mainstay Capital Management
Michigan
$2.81M
CRWM
2356
Castle Rock Wealth Management
California
$2.8M +$1.02K +4 +0%
SSA
2357
Schonfeld Strategic Advisors
New York
$2.79M +$154K +603 +6%
BMWS
2358
Brady Martz Wealth Solutions
North Dakota
$2.78M -$11.5K -45 -0.4%
I
2359
INVST
Indiana
$2.77M -$974K -3,821 -25%
WPA
2360
West Paces Advisors
Georgia
$2.77M +$27K +106 +0.9%
CCWM
2361
Correct Capital Wealth Management
Missouri
$2.77M -$281K -1,101 -9%
TSWM
2362
Tyler-Stone Wealth Management
Ohio
$2.77M -$45.9K -180 -2%
MCP
2363
Martin Capital Partners
Oregon
$2.77M -$125K -490 -4%
VIA
2364
Victrix Investment Advisors
Florida
$2.77M +$502K +1,968 +21%
PWMG
2365
Pinnacle Wealth Management Group
Michigan
$2.76M -$4.59K -18 -0.2%
EB
2366
Exchange Bank
California
$2.76M +$19.4K +76 +0.7%
HIIFS
2367
Harel Insurance Investments & Financial Services
Israel
$2.76M -$85.4K -335 -3%
SPWM
2368
Schrum Private Wealth Management
Florida
$2.76M +$1.27K +5 +0%
VIS
2369
Vega Investment Solutions
France
$2.75M +$103K +405 +4%
AGAM
2370
Audent Global Asset Management
California
$2.75M -$266K -1,043 -9%
AFM
2371
Aspetuck Financial Management
Connecticut
$2.75M -$6.37K -25 -0.2%
BCM
2372
Birmingham Capital Management
Alabama
$2.75M -$356K -1,397 -11%
CMI
2373
Clare Market Investments
Texas
$2.75M +$1.01M +3,980 +55%
PCA
2374
Purkiss Capital Advisors
Connecticut
$2.74M +$603K +2,364 +27%
AF
2375
Aldebaran Financial
$2.74M +$17.8K +70 +0.6%

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.