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JPMorgan Chase

4,667 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, 1,870 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 (+$432M)

0% less funds holding

Funds holding: 4,6684,667 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,870 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,667
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.54%
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
1,870
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.9B +$105M +412,541 +0.2%
BlackRock
2
BlackRock
New York
$51.1B +$389M +1,527,298 +0.7%
State Street
3
State Street
Massachusetts
$31.3B +$59.4M +232,965 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$17B +$130M +510,135 +0.7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14.9B +$410M +1,608,508 +3%
Bank of America
6
Bank of America
North Carolina
$11.7B -$461M -1,808,000 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$11.5B -$307M -1,202,958 -2%
Norges Bank
8
Norges Bank
Norway
$8.57B +$64.3M +252,043 +0.7%
Northern Trust
9
Northern Trust
Illinois
$8.12B -$185M -727,578 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$7.09B -$201M -786,629 -3%
Capital International Investors
11
Capital International Investors
California
$7.06B -$1.03B -4,055,246 -12%
Capital World Investors
12
Capital World Investors
California
$6.18B -$942M -3,695,363 -13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.08B +$116M +454,226 +2%
Wells Fargo
14
Wells Fargo
California
$5.89B -$61M -239,380 -1%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$5.85B -$1.39B -5,465,035 -19%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.73B +$78.5M +308,081 +1%
Ameriprise
17
Ameriprise
Minnesota
$5.5B -$32M -125,711 -0.6%
UBS Group
18
UBS Group
Switzerland
$5.39B +$511M +2,005,186 +10%
Capital Research Global Investors
19
Capital Research Global Investors
California
$5.25B -$369M -1,445,718 -6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$4.93B -$304M -1,193,576 -6%
Goldman Sachs
21
Goldman Sachs
New York
$4.88B -$109M -428,247 -2%
Charles Schwab
22
Charles Schwab
California
$4.87B -$65.5M -257,000 -1%
Legal & General Group
23
Legal & General Group
United Kingdom
$4.65B +$86.5M +339,387 +2%
UBS AM
24
UBS AM
Illinois
$4.52B +$227M +890,553 +5%
Fisher Asset Management
25
Fisher Asset Management
Washington
$4.51B +$247M +967,696 +6%

JPM Hedge Fund Activity: Q1 2025 in Review

4,667 of the 7,462 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 1,870 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.

  • 4,667 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,668 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.