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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
TA
2551
TKG Advisors
Indiana
$2.87M +$14.6K +49 +0.5%
CPC
2552
CFC Planning Company
Indiana
$2.87M +$2.16M +7,275 +401%
ICM
2553
IMS Capital Management
Oregon
$2.86M -$184K -619 -6%
YWM
2554
Yukon Wealth Management
Kansas
$2.85M +$7.73K +26 +0.3%
WCM
2555
Washington Capital Management
Washington
$2.85M -$69.9K -235 -3%
FHC
2556
First Heartland Consultants
Missouri
$2.84M -$86.8K -292 -3%
LAIC
2557
Lederer & Associates Investment Counsel
California
$2.84M -$81.8K -275 -3%
PWM
2558
Prentice Wealth Management
New York
$2.84M -$94.6K -318 -3%
EA
2559
Ellsworth Advisors
Ohio
$2.84M +$314K +1,057 +13%
WSA
2560
Warm Springs Advisors
California
$2.83M
CF
2561
Claris Financial
Virginia
$2.83M +$506K +1,702 +23%
TWP
2562
Total Wealth Planning
Ohio
$2.83M +$18.1K +61 +0.7%
LA
2563
LexAurum Advisors
Kansas
$2.82M +$149K +501 +6%
GPWM
2564
Grant Private Wealth Management
California
$2.82M +$1.59M +5,333 +147%
KFA
2565
Kapstone Financial Advisors
Ohio
$2.82M -$112K -376 -4%
SFM
2566
Signet Financial Management
New Jersey
$2.82M -$15.2K -51 -0.6%
KFSC
2567
Keystone Financial Services (Colorado)
Colorado
$2.81M +$78.8K +265 +3%
CH
2568
Cromwell Holdings
Wyoming
$2.81M
SSWM
2569
Strait & Sound Wealth Management
California
$2.81M +$5.06K +17 +0.2%
PIA
2570
Perennial Investment Advisors
California
$2.8M -$348K -1,170 -12%
AFM
2571
Armstrong Fleming & Moore
District of Columbia
$2.8M -$455K -1,531 -15%
SCM
2572
Sunbeam Capital Management
Georgia
$2.8M +$66.3K +223 +3%
GDP
2573
Great Diamond Partners
Maine
$2.8M -$10.7K -36 -0.4%
IF
2574
IRON Financial
Illinois
$2.79M -$58.3K -196 -2%
B
2575
Birchbrook
Maine
$2.79M -$50.9K -171 -2%

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.