We are live on ! Find out more
JPM icon

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
VC
2776
Veracity Capital
Georgia
$2.24M -$17.5K -59 -0.8%
MFWP
2777
Mosaic Family Wealth Partners
Missouri
$2.24M +$85.7K +288 +4%
SPI
2778
Sutton Place Investors
New York
$2.24M +$9.22K +31 +0.4%
OIM
2779
Orca Investment Management
Oregon
$2.24M -$17.3K -58 -0.8%
KA
2780
Kozak & Associates
Colorado
$2.24M +$56.2K +189 +3%
CUAMC
2781
China Universal Asset Management Company
China
$2.24M -$730K -2,453 -26%
SNBOSCI
2782
Security National Bank of Sioux City Iowa
Iowa
$2.23M -$1.33M -4,465 -39%
SIM
2783
Sentry Investment Management
Wisconsin
$2.23M -$441K -1,482 -17%
GWSG
2784
GPS Wealth Strategies Group
Colorado
$2.23M -$17.3K -58 -0.8%
ACM
2785
Armbruster Capital Management
New York
$2.23M -$80K -269 -4%
UWS
2786
Unique Wealth Strategies
Illinois
$2.23M +$8.03K +27 +0.4%
TWA
2787
Talisman Wealth Advisors
New Jersey
$2.23M -$595 -2 -0%
AWG
2788
Altus Wealth Group
Colorado
$2.22M -$22K -74 -1%
TWM
2789
Thrive Wealth Management
Pennsylvania
$2.21M -$57.1K -192 -3%
RLWM
2790
RF&L Wealth Management
Massachusetts
$2.21M -$67.2K -226 -3%
RL
2791
Ruffer LLP
United Kingdom
$2.21M
SDWMA
2792
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.21M +$156K +523 +8%
EM
2793
ELCO Management
New York
$2.19M -$62.8K -211 -3%
RIM
2794
Redwood Investment Management
Arizona
$2.19M -$36.3K -122 -2%
RCM
2795
Raleigh Capital Management
North Carolina
$2.19M -$171K -574 -8%
DAM
2796
Deltec Asset Management
New York
$2.18M
SHFA
2797
SC&H Financial Advisors
Maryland
$2.18M -$20.2K -68 -1%
TFM
2798
TFC Financial Management
Massachusetts
$2.18M +$89.2K +300 +5%
CFA
2799
Cahill Financial Advisors
Minnesota
$2.18M +$10.7K +36 +0.5%
CRI
2800
Colonial River Investments
Virginia
$2.18M +$73.2K +246 +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.