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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
HFS
2901
Howard Financial Services
Texas
$1.94M +$22K +74 +1%
MWM
2902
MinichMacGregor Wealth Management
New York
$1.93M +$226K +761 +14%
BPFA
2903
Barnes Pettey Financial Advisors
Mississippi
$1.93M +$81.8K +275 +5%
TFP
2904
Tilia Fiduciary Partners
North Carolina
$1.93M -$184K -620 -9%
GS
2905
GWN Securities
Florida
$1.93M -$1.4M -4,697 -44%
MF
2906
Montis Financial
Massachusetts
$1.93M +$855K +2,875 +89%
BM
2907
Berman McAleer
Maryland
$1.93M +$1.82M +6,104 New
SL
2908
Sentry LLC
Tennessee
$1.92M
FC
2909
Fjell Capital
North Dakota
$1.92M +$28.6K +96 +2%
ATS
2910
Ashton Thomas Securities
New York
$1.92M +$485K +1,632 +37%
HWA
2911
HMV Wealth Advisors
Louisiana
$1.92M -$52K -175 -3%
DI
2912
Diligent Investors
California
$1.92M -$1.44M -4,831 -44%
SFM
2913
Systematic Financial Management
New Jersey
$1.92M
NFG
2914
Nadler Financial Group
Illinois
$1.92M +$82.1K +276 +5%
BRG
2915
Bay Rivers Group
Virginia
$1.91M -$19.3K -65 -1%
CAGAS
2916
Capital Advisory Group Advisory Services
Minnesota
$1.91M -$85.1K -286 -5%
MFGM
2917
Marshall Financial Group (Maryland)
Maryland
$1.91M -$72.6K -244 -4%
SFP
2918
Sandbox Financial Partners
Maryland
$1.91M +$17.5K +59 +1%
NMG
2919
New Millennium Group
Utah
$1.9M +$323K +1,085 +22%
LPAM
2920
Lodestar Private Asset Management
California
$1.9M +$157K +529 +10%
DLHL
2921
Donald L. Hagan LLC
Florida
$1.9M -$51.2K -172 -3%
CCP
2922
Cassia Capital Partners
North Carolina
$1.9M +$156K +525 +10%
ATI
2923
ARK & TLK Investments
Oklahoma
$1.89M
HAI
2924
Hennessy Advisors Inc
California
$1.89M
FWI
2925
Facet Wealth Inc
Maryland
$1.89M +$279K +938 +19%

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.