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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
WCM
2451
Windsor Capital Management
Arizona
$2.57M -$25K -98 -0.9%
BWM
2452
Bulltick Wealth Management
Florida
$2.57M +$143K +561 +6%
TIA
2453
Trust Investment Advisors
Indiana
$2.57M +$34.4K +135 +1%
OFS
2454
OMC Financial Services
New York
$2.57M +$668K +2,620 +33%
SAM
2455
Summit Asset Management
Tennessee
$2.57M +$331K +1,300 +14%
MSWM
2456
McGlone Suttner Wealth Management
Wisconsin
$2.56M +$219K +859 +9%
KMWM
2457
Keudell/Morrison Wealth Management
Oregon
$2.56M -$41.8K -164 -2%
HBW
2458
Hazlett, Burt & Watson
West Virginia
$2.56M -$108K -422 -4%
SL
2459
Sentinus LLC
Illinois
$2.56M +$94.8K +372 +4%
FWM
2460
Focused Wealth Management
New York
$2.55M +$73.4K +288 +3%
FFO
2461
Fortitude Family Office
Arizona
$2.55M -$411K -1,614 -13%
MHWM
2462
Montz Harcus Wealth Management
Louisiana
$2.54M +$412K +1,618 +18%
SFS
2463
Summit Financial Strategies
Ohio
$2.54M -$33.7K -132 -1%
1IA
2464
1620 Investment Advisors
Massachusetts
$2.54M -$9.94K -39 -0.4%
FA
2465
Faithward Advisors
Pennsylvania
$2.54M -$56.6K -222 -2%
CFG
2466
CKW Financial Group
Hawaii
$2.54M +$87.4K +343 +3%
ACM
2467
Arcataur Capital Management
Wisconsin
$2.54M -$139K -547 -5%
HWA
2468
HHM Wealth Advisors
Tennessee
$2.54M +$9.69K +38 +0.4%
VIP
2469
Vista Investment Partners
Oklahoma
$2.54M -$21.7K -85 -0.8%
TAM
2470
Trillium Asset Management
Massachusetts
$2.53M -$65.3K -256 -2%
ACL
2471
Applied Capital LLC
Florida
$2.53M -$13K -51 -0.5%
GGA
2472
Granite Group Advisors
Connecticut
$2.53M -$321K -1,258 -11%
MAM
2473
MWA Asset Management
Massachusetts
$2.52M +$19.4K +76 +0.7%
OFS
2474
Orrstown Financial Services
Pennsylvania
$2.52M -$192K -753 -7%
WCM
2475
WealthBridge Capital Management
Ohio
$2.51M -$172K -676 -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.