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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
CCAM
2851
Cascades Capital Asset Management
North Carolina
$2.04M +$1.78K +6 +0.1%
KSWWM
2852
Keyes Stange & Wooten Wealth Management
Florida
$2.04M -$50.6K -170 -3%
DI
2853
Disciplined Investors
Texas
$2.04M -$27.1K -91 -1%
LSIA
2854
LaSalle St. Investment Advisors
Illinois
$2.03M +$43.1K +145 +2%
PBK
2855
Peoples Bank (Kansas)
Kansas
$2.03M -$1.77M -5,944 -48%
VFPW
2856
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.03M -$3.27K -11 -0.2%
GHAM
2857
Gilman Hill Asset Management
Connecticut
$2.03M -$5.95K -20 -0.3%
GWP
2858
Gateway Wealth Partners
Wisconsin
$2.03M +$244K +822 +15%
CS
2859
Capital Square
Tennessee
$2.03M -$63.1K -212 -3%
BC
2860
BIT Capital
Germany
$2.03M +$620K +2,083 +48%
SB
2861
Sunflower Bank
Texas
$2.03M -$58.6K -197 -3%
SFS
2862
Symphony Financial Services
Ohio
$2.02M -$10.4K -35 -0.5%
AWM
2863
AllSquare Wealth Management
New York
$2.02M -$7.43K -25 -0.4%
BCM
2864
Birmingham Capital Management
Alabama
$2.01M -$402K -1,350 -17%
BWM
2865
Birchcreek Wealth Management
Ohio
$2.01M -$125K -420 -6%
TCOTS
2866
Trust Company of the South
North Carolina
$2.01M +$41.6K +140 +2%
WC
2867
Westerkirk Capital
$2.01M
WAG
2868
Wiser Advisor Group
Arizona
$2.01M +$52K +175 +3%
KFS
2869
Keynote Financial Services
Connecticut
$2M -$5.95K -20 -0.3%
FFA
2870
Frazier Financial Advisors
Ohio
$2M -$24.7K -83 -1%
BWM
2871
Baron Wealth Management
Michigan
$2M +$51.2K +172 +3%
LCM
2872
LRT Capital Management
Texas
$2M +$1.88M +6,326 New
EFA
2873
Evernest Financial Advisors
Indiana
$1.99M +$11.3K +38 +0.6%
PGF
2874
Plan Group Financial
Oklahoma
$1.99M +$280K +941 +18%
TCM
2875
Tang Capital Management
California
$1.99M

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.