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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
VCM
2526
Vivaldi Capital Management
Illinois
$2.96M +$525K +1,765 +23%
CG
2527
Carmignac Gestion
France
$2.96M -$501K -1,686 -15%
MWM
2528
MOKAN Wealth Management
Kansas
$2.95M +$2.78M +9,361 New
CSC
2529
Caldwell Sutter Capital
California
$2.95M -$39K -131 -1%
PPWM
2530
Paragon Private Wealth Management
Kentucky
$2.95M +$475K +1,598 +21%
LCM
2531
Legato Capital Management
California
$2.95M -$488K -1,641 -15%
PL
2532
Perpetual Ltd
Australia
$2.95M +$384K +1,292 +16%
CFG
2533
CKW Financial Group
Hawaii
$2.94M -$238K -801 -8%
EAM
2534
Eukles Asset Management
Ohio
$2.94M -$37.8K -127 -1%
1WM
2535
1900 Wealth Management
Texas
$2.93M -$162K -545 -6%
MFG
2536
Mosaic Financial Group
Illinois
$2.93M +$3.27K +11 +0.1%
MFP
2537
Meridian Financial Partners
Virginia
$2.93M -$14.6K -49 -0.5%
COCM
2538
Charter Oak Capital Management
New Hampshire
$2.93M +$65.4K +220 +2%
CGA
2539
Crescent Grove Advisors
Illinois
$2.93M -$57.4K -193 -2%
VWM
2540
Vivid Wealth Management
Iowa
$2.92M -$299K -1,004 -10%
WW
2541
Waterfront Wealth
Kansas
$2.91M +$88.3K +297 +3%
SIC
2542
Samalin Investment Counsel
New York
$2.91M +$5.95K +20 +0.2%
CFG
2543
Cooper Financial Group
California
$2.9M -$339K -1,141 -11%
NEWAS
2544
N.E.W. Advisory Services
Wisconsin
$2.89M -$24.7K -83 -0.9%
A
2545
AlphaQuest
New York
$2.89M +$1.06M +3,574 +64%
MCM
2546
Mendel Capital Management
Arkansas
$2.88M +$26.5K +89 +1%
LB
2547
Legacy Bridge
Iowa
$2.88M +$8.33K +28 +0.3%
AA
2548
Altman Advisors
Illinois
$2.88M -$7.14K -24 -0.3%
MWA
2549
Medallion Wealth Advisors
Connecticut
$2.88M -$117K -395 -4%
NL
2550
Navalign LLC
California
$2.88M +$12.5K +42 +0.5%

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.