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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
PP
2826
Patron Partners
Texas
$2.12M +$131K +440 +7%
SPF
2827
South Plains Financial
Texas
$2.12M +$167K +560 +9%
GCP
2828
GSA Capital Partners
United Kingdom
$2.12M -$6.68M -22,468 -77%
PK
2829
Pflug Koory
Nebraska
$2.11M -$10.4K -35 -0.5%
FB
2830
Finward Bancorp
Indiana
$2.11M -$7.43K -25 -0.4%
CWM
2831
Centurion Wealth Management
Virginia
$2.1M +$365K +1,228 +23%
HP
2832
Holistic Planning
Texas
$2.1M -$106K -357 -5%
VCM
2833
Viewpoint Capital Management
Washington
$2.1M -$1.49K -5 -0.1%
IPW
2834
Impact Partnership Wealth
Georgia
$2.1M +$302K +1,014 +18%
CC
2835
Corsicana & Co
Texas
$2.1M +$1.98M +6,646 New
PVM
2836
Palogic Value Management
Texas
$2.09M
HPBT
2837
Hickory Point Bank & Trust
Illinois
$2.08M -$32.7K -110 -2%
WF
2838
WinCap Financial
Massachusetts
$2.08M +$92.8K +312 +5%
RIA
2839
Realta Investment Advisors
Delaware
$2.08M +$160K +539 +9%
RFP
2840
Root Financial Partners
California
$2.08M +$616K +2,070 +46%
SWM
2841
Sterling Wealth Management
Illinois
$2.08M
AWA
2842
Amplius Wealth Advisors
Pennsylvania
$2.07M -$915K -3,078 -32%
Fiera Capital (Canada)
2843
Fiera Capital (Canada)
Quebec, Canada
$2.07M +$35.7K +120 +2%
GFA
2844
Gallagher Fiduciary Advisors
Illinois
$2.07M -$540K -1,815 -22%
DCM
2845
Driehaus Capital Management
Illinois
$2.07M
AFS
2846
Access Financial Services
Minnesota
$2.07M -$22.6K -76 -1%
LGA
2847
Lebenthal Global Advisors
New York
$2.06M +$292K +981 +18%
RWM
2848
Riverbend Wealth Management
South Carolina
$2.06M -$164K -553 -8%
SC
2849
Solstein Capital
California
$2.05M
EWA
2850
Evolution Wealth Advisors
Florida
$2.05M

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.