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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
CWM
2376
Cranbrook Wealth Management
Michigan
$2.74M -$56.9K -223 -2%
FFA
2377
Fortune Financial Advisors
Kansas
$2.74M +$70.4K +276 +3%
AWA
2378
Amplius Wealth Advisors
Pennsylvania
$2.73M -$40.8K -160 -1%
FMP
2379
Financial Management Professionals
Texas
$2.73M +$17.1K +67 +0.6%
CFS
2380
CRA Financial Services
New Jersey
$2.73M +$131K +512 +5%
SCG
2381
Sonata Capital Group
Washington
$2.72M +$1.27K +5 +0%
CW
2382
Channel Wealth
California
$2.72M +$129K +507 +5%
VWM
2383
Vivid Wealth Management
Iowa
$2.72M -$89K -349 -3%
GFPC
2384
Global Financial Private Client
Florida
$2.72M +$432K +1,693 +18%
BI
2385
Bradyco Inc
Massachusetts
$2.72M -$7.9K -31 -0.3%
DI
2386
Diligent Investors
California
$2.71M -$1.78K -7 -0.1%
BAM
2387
Byrne Asset Management
New Jersey
$2.71M -$170K -667 -6%
4WM
2388
44 Wealth Management
Oregon
$2.71M -$6.12K -24 -0.2%
CFA
2389
Camarda Financial Advisors
Florida
$2.71M -$114K -448 -4%
RBFC
2390
Roman Butler Fullerton & Co
Missouri
$2.71M +$94.8K +372 +3%
PH
2391
Pinnacle Holdings
Oklahoma
$2.7M -$126K -493 -4%
BWA
2392
Blodgett Wealth Advisors
California
$2.7M +$64K +251 +2%
WDL
2393
Well Done LLC
Michigan
$2.7M -$21.2K -83 -0.7%
SM
2394
Sciencast Management
New Jersey
$2.7M +$2.81M +11,012 New
RAM
2395
RedJay Asset Management
Ontario, Canada
$2.7M +$2.8M +11,000 New
NFA
2396
Northern Financial Advisors
Michigan
$2.7M -$14.8K -58 -0.5%
VCM
2397
Virtue Capital Management
Tennessee
$2.7M +$577K +2,264 +26%
LCM
2398
Legato Capital Management
California
$2.69M
TCWM
2399
Total Clarity Wealth Management
Illinois
$2.69M
MCC
2400
Money Concepts Capital
Florida
$2.69M +$204K +799 +8%

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.