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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
BFA
2501
Brown Financial Advisors
Ohio
$3.02M -$21.4K -72 -0.7%
RC
2502
Reik & Co
New York
$3.02M +$113K +380 +4%
DWM
2503
Drive Wealth Management
Utah
$3.02M +$83.3K +280 +3%
MTC
2504
Matrix Trust Company
Colorado
$3.02M -$110K -371 -4%
SVCP
2505
Silicon Valley Capital Partners
California
$3.02M -$303K -1,019 -10%
WAM
2506
Wernau Asset Management
Massachusetts
$3.02M -$159K -535 -5%
CA
2507
Carson Advisory
Georgia
$3.02M -$110K -370 -4%
DBG
2508
De Burlo Group
Massachusetts
$3.01M +$11.9K +40 +0.4%
CCM
2509
Compass Capital Management
Minnesota
$3.01M -$35.7K -120 -1%
NA
2510
Navellier & Associates
Nevada
$3.01M +$297K +1,000 +12%
AF
2511
Apollon Financial
South Carolina
$3.01M +$424K +1,424 +18%
FW
2512
FullCircle Wealth
Texas
$3M +$94.9K +319 +3%
SNWA
2513
Siligmueller & Norvid Wealth Advisors
Illinois
$3M +$2.83M +9,507 New
MAM
2514
MWA Asset Management
Massachusetts
$3M -$160K -537 -5%
SNBOSD
2515
Security National Bank of So Dak
Iowa
$2.99M +$2.97K +10 +0.1%
BWM
2516
BlackDiamond Wealth Management
New York
$2.99M -$2.07M -6,973 -42%
AC
2517
Asio Capital
Kentucky
$2.99M +$41K +138 +1%
KWS
2518
Keystone Wealth Services
California
$2.98M +$129K +433 +5%
PAM
2519
PCG Asset Management
New Jersey
$2.98M -$70.2K -236 -2%
EB
2520
Emprise Bank
Kansas
$2.97M +$17K +57 +0.6%
FA
2521
Faithward Advisors
Pennsylvania
$2.97M -$37.5K -126 -1%
PWAM
2522
Papamarkou Wellner Asset Management
New York
$2.97M +$5.95K +20 +0.2%
PIA
2523
Pinion Investment Advisors
Kansas
$2.97M -$50.9K -171 -2%
FFO
2524
Fortitude Family Office
Arizona
$2.96M -$34.8K -117 -1%
SSA
2525
South Street Advisors
New York
$2.96M +$172K +580 +7%

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.