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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
GIM
2626
Guardian Investment Management
California
$2.66M -$4.46K -15 -0.2%
FVWA
2627
Foster Victor Wealth Advisors
South Carolina
$2.66M +$80.6K +271 +3%
LFP
2628
Lakeshore Financial Planning
Michigan
$2.66M +$1.49K +5 +0.1%
FNBSF
2629
First National Bank Sioux Falls
South Dakota
$2.65M +$34.8K +117 +1%
DWM
2630
Defined Wealth Management
Oregon
$2.65M -$78.5K -264 -3%
CIC
2631
Cornercap Investment Counsel
Georgia
$2.65M -$41.6K -140 -2%
WLPWM
2632
Walled Lake Planning & Wealth Management
Illinois
$2.65M -$142K -478 -5%
GF
2633
Gries Financial
Ohio
$2.65M +$512K +1,720 +26%
OCM
2634
Orion Capital Management
California
$2.65M -$29.7K -100 -1%
FCB
2635
First County Bank
Connecticut
$2.65M +$20.5K +69 +0.8%
CSB
2636
City State Bank
Iowa
$2.65M -$44.6K -150 -2%
AB
2637
ANB Bank
Colorado
$2.64M -$77K -259 -3%
GCC
2638
Game Creek Capital
Massachusetts
$2.64M
RA
2639
RoundAngle Advisors
New Jersey
$2.64M +$1.49K +5 +0.1%
RCA
2640
Roberts Capital Advisors
Colorado
$2.64M
EFM
2641
Eley Financial Management
Vermont
$2.64M -$21.1K -71 -0.8%
IJWM
2642
Inman Jager Wealth Management
Mississippi
$2.63M -$97.8K -329 -4%
MSCM
2643
McElhenny Sheffield Capital Management
Texas
$2.63M +$105K +353 +4%
LF
2644
Lantz Financial
Illinois
$2.63M +$404K +1,359 +19%
BSSFA
2645
Baron Silver Stevens Financial Advisors
Florida
$2.63M -$87.7K -295 -3%
BI
2646
Bolthouse Investments
California
$2.62M
VWM
2647
Vigilare Wealth Management
Arizona
$2.62M -$70.8K -238 -3%
YDMI
2648
Y.D. More Investments
Israel
$2.62M -$177K -596 -7%
ANC
2649
Ames National Corp
Iowa
$2.62M -$57.7K -194 -2%
HAS
2650
HBW Advisory Services
California
$2.61M +$190K +639 +8%

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.