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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
FCIM
2951
Fairview Capital Investment Management
California
$1.83M
CTFG
2952
Capstone Triton Financial Group
Oklahoma
$1.83M +$52.9K +178 +3%
CICI
2953
Capital Investment Counsel Inc
North Carolina
$1.83M -$10.4K -35 -0.6%
SWM
2954
Shakespeare Wealth Management
Wisconsin
$1.83M +$6.84K +23 +0.4%
BF
2955
Brucke Financial
Indiana
$1.83M -$445K -1,495 -20%
MWP
2956
Moller Wealth Partners
$1.83M
CIG
2957
Cascade Investment Group
Colorado
$1.82M -$3.27K -11 -0.2%
CCA
2958
Carrera Capital Advisors
Michigan
$1.82M +$36K +121 +2%
KA
2959
Kercheville Advisors
Texas
$1.82M -$981K -3,300 -36%
SFB
2960
STAR Financial Bank
Indiana
$1.82M +$118K +397 +7%
RYIA
2961
Roehl & Yi Investment Advisors
Oregon
$1.81M -$487K -1,637 -22%
FB
2962
First Bancorp
Maine
$1.81M +$71.4K +240 +4%
B
2963
Barings
North Carolina
$1.8M +$20.8K +70 +1%
PW
2964
PUREfi Wealth
Massachusetts
$1.8M +$70.2K +236 +4%
Harris Associates
2965
Harris Associates
Illinois
$1.8M -$29.4K -99 -2%
PFW
2966
Petros Family Wealth
Minnesota
$1.8M -$22.6K -76 -1%
MHC
2967
May Hill Capital
Massachusetts
$1.79M +$47K +158 +3%
CGFA
2968
Colton Groome Financial Advisors
North Carolina
$1.79M +$24.7K +83 +1%
WA
2969
WealthTrust Axiom
Pennsylvania
$1.79M +$297 +1 +0%
RCM
2970
RMR Capital Management
California
$1.79M
LRWM
2971
Lord & Richards Wealth Management
Colorado
$1.79M +$107K +361 +7%
BCG
2972
BayBridge Capital Group
California
$1.79M -$196K -660 -10%
NPFS
2973
Novak & Powell Financial Services
Florida
$1.79M +$44.6K +150 +3%
MHR
2974
Matthew Hamilton Rosenberg
$1.79M -$15.5K -52 -0.9%
FDDB
2975
Fidelity D&D Bancorp
Pennsylvania
$1.79M -$36K -121 -2%

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.