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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
AP
2576
Atwood & Palmer
Missouri
$2.78M -$64.5K -217 -2%
MCM
2577
Mainstream Capital Management
California
$2.78M +$110K +369 +4%
WP
2578
Westmount Partners
California
$2.78M +$19.3K +65 +0.7%
MKC
2579
M. Kraus & Co
Vermont
$2.78M +$71.1K +239 +3%
MIC
2580
Meridian Investment Counsel
California
$2.77M +$1.78K +6 +0.1%
IA
2581
IFG Advisors
Missouri
$2.77M +$79.4K +267 +3%
HFAS
2582
Hummer Financial Advisory Services
Illinois
$2.77M
BSI
2583
Bennett Selby Investments
Maine
$2.76M -$46.7K -157 -2%
OC
2584
Oarsman Capital
Wisconsin
$2.76M -$6.25K -21 -0.2%
FMN
2585
Financial Management Network
California
$2.75M +$44K +148 +2%
BFG
2586
Bouchey Financial Group
New York
$2.75M +$2.08K +7 +0.1%
WMA
2587
Wealth Management Associates
New Jersey
$2.74M -$11.9K -40 -0.5%
IWA
2588
IBEX Wealth Advisors
New Jersey
$2.74M +$136K +457 +6%
CA
2589
Corrado Advisors
New Jersey
$2.74M -$51.5K -173 -2%
MPCG
2590
Matrix Private Capital Group
New York
$2.74M -$5.35K -18 -0.2%
WAL
2591
W Advisors LLC
Tennessee
$2.73M +$18.1K +61 +0.7%
LCM
2592
Lazari Capital Management
California
$2.73M +$5.95K +20 +0.2%
WIA
2593
Westbourne Investment Advisors
Maryland
$2.73M -$69.9K -235 -3%
LIA
2594
LBMC Investment Advisors
Tennessee
$2.73M +$556K +1,869 +28%
RB
2595
Rodgers Brothers
Pennsylvania
$2.73M -$11K -37 -0.4%
TRIA
2596
Trail Ridge Investment Advisors
Colorado
$2.73M +$13.7K +46 +0.5%
CM
2597
Capula Management
Cayman Islands
$2.73M +$2.57M +8,645 New
WCAMG
2598
Woodard & Company Asset Management Group
North Carolina
$2.72M +$150K +504 +6%
CCA
2599
Cora Capital Advisors
New Jersey
$2.72M +$101K +340 +4%
FRA
2600
Front Row Advisors
California
$2.71M -$53.5K -180 -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.