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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
CPG
2726
Cornerstone Planning Group
New Jersey
$2.39M +$188K +631 +9%
SAA
2727
Southeast Asset Advisors
Georgia
$2.39M +$14.9K +50 +0.7%
BIA
2728
Benchmark Investment Advisors
Illinois
$2.39M +$2.25M +7,576 New
GTAM
2729
Global Trust Asset Management
Florida
$2.39M +$436K +1,467 +24%
FAG
2730
Fortitude Advisory Group
Washington
$2.39M -$253K -849 -10%
KCM
2731
KRS Capital Management
Michigan
$2.38M +$33.9K +114 +2%
RPSA
2732
Richard P. Slaughter Associates
Texas
$2.37M -$1.73M -5,816 -44%
BF
2733
bLong Financial
Tennessee
$2.37M
GPA
2734
Garrison Point Advisors
California
$2.37M -$45.2K -152 -2%
PA
2735
Promethium Advisors
Maryland
$2.37M -$146K -490 -6%
CASB
2736
Cape Ann Savings Bank
Massachusetts
$2.37M -$25.3K -85 -1%
BWG
2737
Berry Wealth Group
Texas
$2.37M -$6.16M -20,704 -73%
PRP
2738
Peak Retirement Planning
Ohio
$2.36M +$621K +2,089 +39%
CPM
2739
Connective Portfolio Management
New York
$2.36M +$2.22M +7,480 New
OPWM
2740
Oakwell Private Wealth Management
Texas
$2.36M +$5.95K +20 +0.3%
CBT
2741
CoreFirst Bank & Trust
Kansas
$2.36M -$229K -769 -9%
CP
2742
Covenant Partners
Tennessee
$2.35M
FCG
2743
Fielder Capital Group
Tennessee
$2.35M -$79.4K -267 -3%
AWM
2744
Aviso Wealth Management
Washington
$2.35M +$5.06K +17 +0.2%
CC
2745
Commons Capital
Massachusetts
$2.35M +$7.73K +26 +0.4%
SLG
2746
Stanley-Laman Group
Pennsylvania
$2.35M +$71.1K +239 +3%
FOA
2747
Five Oceans Advisors
California
$2.34M -$61K -205 -3%
MAM
2748
McLean Asset Management
Virginia
$2.34M +$48.2K +162 +2%
RHIG
2749
R.H. Investment Group
Arizona
$2.33M
RPWA
2750
Regent Peak Wealth Advisors
Georgia
$2.33M +$2.19M +7,380 New

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.