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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
AF
2601
Affiance Financial
Minnesota
$2.71M +$47.6K +160 +2%
VCM
2602
Versant Capital Management
Arizona
$2.71M +$127K +426 +5%
CIA
2603
Citadel Investment Advisory
Ohio
$2.71M
EIA
2604
Edgemoor Investment Advisors
Maryland
$2.71M +$395K +1,329 +18%
NWAG
2605
Net Worth Advisory Group
Utah
$2.71M -$338K -1,138 -12%
CAG
2606
Centerpoint Advisory Group
Kansas
$2.71M
PWM
2607
Pinnacle Wealth Management
California
$2.7M -$356K -1,196 -12%
IIM
2608
InTrack Investment Management
Vermont
$2.7M +$286K +960 +13%
PWP
2609
Pursue Wealth Partners
California
$2.7M +$28.6K +96 +1%
TF
2610
TLWM Financial
Texas
$2.7M +$97.8K +329 +4%
MFG
2611
Monte Financial Group
Connecticut
$2.7M -$22.9K -77 -0.9%
VCM
2612
Vision Capital Management
Oregon
$2.69M +$2.08K +7 +0.1%
VIPI
2613
Vista Investment Partners II
Indiana
$2.69M -$20.8K -70 -0.8%
SIM
2614
SWP Investment Management
Ohio
$2.69M +$224K +753 +10%
FPCP
2615
Fort Point Capital Partners
California
$2.68M -$1.22M -4,105 -33%
CMANY
2616
Capital Management Associates (New York)
New York
$2.68M
AIM
2617
Advyzon Investment Management
Illinois
$2.68M +$526K +1,768 +26%
WEG
2618
World Equity Group
Illinois
$2.67M +$534K +1,795 +27%
CL
2619
CIM LLC
New York
$2.67M -$39K -131 -2%
MCI
2620
MRP Capital Investments
Georgia
$2.67M -$520K -1,750 -16%
SWM
2621
Shepherd Wealth Management
Ohio
$2.67M -$1.53M -5,131 -37%
JFA
2622
JNBA Financial Advisors
Minnesota
$2.67M -$39.9K -134 -2%
BCA
2623
Bay Capital Advisors
Virginia
$2.66M -$3.87K -13 -0.2%
PWM
2624
Paulson Wealth Management
Illinois
$2.66M -$29.1K -98 -1%
Capstone Investment Advisors
2625
Capstone Investment Advisors
New York
$2.66M -$10.5M -35,257 -81%

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.