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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
GC
2426
Gilbert & Cook
Iowa
$2.64M -$6.88K -27 -0.3%
BA
2427
Birinyi Associates
Connecticut
$2.64M -$25.2K -99 -0.9%
CIC
2428
Cornercap Investment Counsel
Georgia
$2.64M -$29.6K -116 -1%
WWM
2429
Wolff Wiese Magana
California
$2.64M -$65.5K -257 -2%
FCFC
2430
First Citizens Financial Corp
Iowa
$2.63M -$28K -110 -1%
CA
2431
Continental Advisors
Utah
$2.63M -$102K -400 -4%
HNWAG
2432
High Net Worth Advisory Group
Florida
$2.63M -$6.12K -24 -0.2%
DAS
2433
DMKC Advisory Services
Iowa
$2.63M -$28.3K -111 -1%
SCM
2434
Spreng Capital Management
Ohio
$2.63M -$33.1K -130 -1%
FF
2435
Farrow Financial
Vermont
$2.62M +$102K +400 +4%
GMFG
2436
Greater Midwest Financial Group
Minnesota
$2.62M -$50.2K -197 -2%
AFA
2437
AA Financial Advisors
Ohio
$2.62M +$153K +601 +6%
BIA
2438
Bigelow Investment Advisors
Maine
$2.62M -$44.6K -175 -2%
LCAM
2439
London & Capital Asset Management
United Kingdom
$2.61M +$2.72M +10,652 New
SAMT
2440
Select Asset Management & Trust
Pennsylvania
$2.61M -$10.5K -41 -0.4%
KSB
2441
Kennebec Savings Bank
Maine
$2.6M -$224K -879 -8%
RWA
2442
Redhawk Wealth Advisors
Minnesota
$2.59M +$209K +819 +8%
BOJHT
2443
Bank of Jackson Hole Trust
Wyoming
$2.59M -$25.5K -100 -1%
SWK
2444
Stephen W. Kidder
$2.59M
SC
2445
SummitTX Capital
Texas
$2.58M +$2.68M +10,523 New
CWS
2446
Cypress Wealth Services
California
$2.58M -$4.08K -16 -0.2%
FBT
2447
First Bank & Trust
South Dakota
$2.58M -$33.1K -130 -1%
DLHL
2448
Donald L. Hagan LLC
Florida
$2.58M +$62.2K +244 +2%
HAIM
2449
Hunter Associates Investment Management
Pennsylvania
$2.58M -$93.8K -368 -3%
CAL
2450
Capital Advisors Ltd
Ohio
$2.57M +$18.4K +72 +0.7%

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.