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JPMorgan Chase

4,755 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,944 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 100

6% more capital invested

Capital invested by funds: $583B → $618B (+$35.1B)

0% more funds holding

Funds holding: 4,7434,755 (+12)

8% less repeat investments, than reductions

Existing positions increased: 1,944 | Existing positions reduced: 2,122

1.08% less ownership

Funds ownership: 72.38%71.3% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 949920 (-29)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,755
Holders Change
+12
Holders Change %
+0.25%
% of All Funds
62.36%
Holding in Top 10
920
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-3.06%
% of All Funds
12.07%
New
191
Increased
1,944
Reduced
2,122
Closed
100
Calls
$10.9B
Puts
$12.4B
Net Calls
-$1.45B
Net Calls Change
-$447M
Name Holding Trade Value Shares
Change
Change in
Stake
RSVP
2476
Ramsay Stattman Vela & Price
Colorado
$3.11M
MCC
2477
Money Concepts Capital
Florida
$3.11M +$148K +496 +5%
PIA
2478
Powell Investment Advisors
Florida
$3.11M
CG
2479
Corundum Group
Colorado
$3.1M -$64.8K -218 -2%
CWM
2480
Chesapeake Wealth Management
Virginia
$3.1M +$11.6K +39 +0.4%
WCM
2481
Windsor Capital Management
Arizona
$3.1M -$53.2K -179 -2%
SA
2482
Sovran Advisors
California
$3.09M +$737K +2,477 +33%
MFC
2483
Morris Financial Concepts
South Carolina
$3.09M -$22.6K -76 -0.8%
CE
2484
Cornerstone Enterprises
Wisconsin
$3.09M +$91.6K +308 +3%
OKSA
2485
O'Keefe Stevens Advisory
New York
$3.09M +$8.92K +30 +0.3%
AGP
2486
Autumn Glory Partners
Texas
$3.08M +$47.9K +161 +2%
BIG
2487
Brookwood Investment Group
Arizona
$3.08M +$58.9K +198 +2%
MW
2488
Maia Wealth
Colorado
$3.08M +$782K +2,630 +37%
NME
2489
Notis-McConarty Edward
$3.07M -$37.2K -125 -1%
NAMNJ
2490
NorthStar Asset Management (New Jersey)
New Jersey
$3.06M +$23.2K +78 +0.8%
BTWM
2491
Baker Tilly Wealth Management
Wisconsin
$3.06M -$5.35K -18 -0.2%
GWCM
2492
Godshalk Welsh Capital Management
Pennsylvania
$3.06M -$63.9K -215 -2%
CG
2493
CFO4Life Group
Texas
$3.05M +$27.4K +92 +1%
TIA
2494
Trust Investment Advisors
Indiana
$3.05M +$26.2K +88 +0.9%
FWM
2495
Forefront Wealth Management
Pennsylvania
$3.04M -$31.5K -106 -1%
CSPIA
2496
Cary Street Partners Investment Advisory
Virginia
$3.03M +$153K +515 +6%
TB
2497
Terril Brothers
Missouri
$3.03M -$4.46K -15 -0.2%
WWM
2498
Waterway Wealth Management
Texas
$3.03M -$162K -544 -5%
UOTTAIMCU
2499
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.03M +$2.53M +8,493 +769%
SWA
2500
Strategies Wealth Advisors
Michigan
$3.03M +$37.2K +125 +1%

JPM Hedge Fund Activity: Q3 2025 in Review

4,755 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2025, worth a combined $618B — up 6% from $583B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new JPM positions and 100 closed out — a net gain of 91 holders — while 1,944 added to existing stakes and 2,122 trimmed.

The largest buyer was Bank of America, adding an estimated $1.15B. The largest seller was Wellington Management Group, cutting an estimated $1.99B.

  • 4,755 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,743 in Q2 2025.
  • Funds reported $618B of JPMorgan Chase stock for Q3 2025, up 6% quarter-over-quarter.
  • 191 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +91 holders.
  • The largest JPMorgan Chase buyer in Q3 2025 was Bank of America, an estimated $1.15B added.
  • The largest JPMorgan Chase seller in Q3 2025 was Wellington Management Group, an estimated $1.99B sold.

Based on aggregated 13F filings for Q3 2025.