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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
CFGW
2651
Chancellor Financial Group WB
Pennsylvania
$2.61M -$28K -94 -1%
EWS
2652
Eagle Wealth Strategies
New Jersey
$2.6M +$56.2K +189 +2%
TC
2653
Trust Company
Kansas
$2.6M
SWRP
2654
Summit Wealth & Retirement Planning
California
$2.59M
KLWA
2655
Kelly Lawrence W & Associates
California
$2.59M -$208K -700 -8%
SPWG
2656
Syntegra Private Wealth Group
Missouri
$2.58M +$45.5K +153 +2%
EW
2657
Element Wealth
Mississippi
$2.58M +$54.1K +182 +2%
BDF
2658
Black Diamond Financial
Maryland
$2.58M +$257K +865 +12%
AWS
2659
Aspen Wealth Strategies
Colorado
$2.58M +$40.4K +136 +2%
VBA
2660
von Borstel & Associates
Oregon
$2.58M +$1.33M +4,464 +122%
TF
2661
Tudor Financial
Ohio
$2.57M -$25.9K -87 -1%
PCS
2662
Private Client Services
Kentucky
$2.57M -$51.5K -173 -2%
SCI
2663
Stableford Capital II
Arizona
$2.57M -$12.5K -42 -0.5%
JWWM
2664
Johnson & White Wealth Management
Pennsylvania
$2.56M -$48.5K -163 -2%
CAM
2665
CPA Asset Management
Florida
$2.56M -$36.6K -123 -1%
DIM
2666
Delta Investment Management
California
$2.55M +$30.9K +104 +1%
TIM
2667
Tortoise Investment Management
New York
$2.54M +$11.6K +39 +0.5%
AWM
2668
Accel Wealth Management
Iowa
$2.54M -$42.5K -143 -2%
KFA
2669
Kelleher Financial Advisors
New York
$2.54M -$373K -1,253 -13%
JE
2670
JMAC Enterprises
Pennsylvania
$2.54M -$40.2K -135 -2%
OPOWM
2671
One Plus One Wealth Management
Florida
$2.54M -$199K -670 -8%
LMKC
2672
L.M. Kohn & Company
Ohio
$2.54M -$2.93M -9,856 -55%
CVM
2673
Cheviot Value Management
California
$2.53M
LI
2674
LVZ Inc
Michigan
$2.53M +$28K +94 +1%
FG
2675
Foster Group
Iowa
$2.52M +$78.8K +265 +3%

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.