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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
SFG
2751
Sather Financial Group
Texas
$2.33M -$734K -2,468 -25%
KCFA
2752
Key Client Fiduciary Advisors
New Jersey
$2.32M -$58.3K -196 -3%
AIIMS
2753
Analyst IMS Investment Management Services
Israel
$2.32M -$2.84M -9,539 -56%
AIM
2754
Alhambra Investment Management
Florida
$2.31M -$17.3K -58 -0.8%
SCP
2755
Sivia Capital Partners
California
$2.31M +$199K +668 +10%
JWA
2756
JFS Wealth Advisors
Pennsylvania
$2.31M -$170K -573 -7%
CNBT
2757
Cornerstone National Bank & Trust
Illinois
$2.31M -$5.95K -20 -0.3%
PSP
2758
Principal Street Partners
Tennessee
$2.31M -$3M -10,084 -58%
QFW
2759
QTR Family Wealth
Florida
$2.31M +$320K +1,076 +17%
CIA
2760
Cladis Investment Advisory
Montana
$2.3M
OFW
2761
Omnia Family Wealth
Florida
$2.3M -$2.97K -10 -0.1%
HWA
2762
Heartwood Wealth Advisors
Virginia
$2.3M -$19K -64 -0.9%
BW
2763
BIP Wealth
Georgia
$2.3M +$587K +1,975 +37%
WIM
2764
Westside Investment Management
California
$2.29M +$269K +903 +14%
ACMA
2765
Arbor Capital Management (Alaska)
Alaska
$2.29M -$178K -600 -8%
EP
2766
Edgestream Partners
New Jersey
$2.29M -$15.3M -51,319 -88%
SW
2767
Solidarity Wealth
Utah
$2.29M +$126K +425 +6%
NJIM
2768
Nabity-Jensen Investment Management
Nebraska
$2.29M +$15.2K +51 +0.7%
TC
2769
Trilogy Capital
California
$2.27M +$8.63K +29 +0.4%
SIC
2770
SJS Investment Consulting
Ohio
$2.27M +$1.54M +5,192 +261%
TFA
2771
Transamerica Financial Advisors
Florida
$2.26M +$152K +512 +8%
RB
2772
Renasant Bank
Mississippi
$2.26M +$30.6K +103 +1%
MWM
2773
Meadowbrook Wealth Management
New York
$2.25M +$2.13M +7,146 New
PWP
2774
Phillips Wealth Planners
Mississippi
$2.25M +$44.6K +150 +2%
SFG
2775
Sovereign Financial Group
Connecticut
$2.24M +$90.7K +305 +4%

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.