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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
SFWC
2976
Strategic Family Wealth Counselors
New Jersey
$1.78M -$297 -1 -0%
MF
2977
Manchester Financial
California
$1.78M +$282K +947 +20%
BWA
2978
Brave Warrior Advisors
New York
$1.78M
UIM
2979
Unified Investment Management
Georgia
$1.78M -$33.6K -113 -2%
SWM
2980
Sendero Wealth Management
Texas
$1.78M -$7.43K -25 -0.4%
OLA
2981
Oliver Luxxe Assets
New Jersey
$1.77M +$22.6K +76 +1%
LFS
2982
Legacy Financial Strategies
Kansas
$1.77M +$61.6K +207 +4%
TCB
2983
Texas Capital Bancshares
Texas
$1.77M -$874K -2,937 -34%
MEAC
2984
M.E. Allison & Co
Texas
$1.77M -$137K -461 -8%
ITFISA
2985
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.77M -$139K -466 -8%
SMWM
2986
Silvia McColl Wealth Management
California
$1.77M -$3.27K -11 -0.2%
WMWM
2987
Wilkins Miller Wealth Management
Alabama
$1.77M +$8.92K +30 +0.5%
GWM
2988
Gibbs Wealth Management
Georgia
$1.76M -$550K -1,848 -25%
SGFG
2989
Silver Grove Financial Group
New York
$1.76M +$1.66M +5,581 New
ONST
2990
Old North State Trust
North Carolina
$1.76M +$317K +1,066 +24%
LJHT
2991
Laurie J. Hall Trustee
$1.76M -$26.8K -90 -2%
FC
2992
Financial Council
Maryland
$1.76M +$4.46K +15 +0.3%
GITFIT
2993
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.76M -$83.3K -280 -5%
ONGA
2994
O'Neil Global Advisors
California
$1.76M +$24.4K +82 +1%
YIM
2995
Yoffe Investment Management
Pennsylvania
$1.75M +$1.49K +5 +0.1%
SSC
2996
Syverson Strege & Co
Iowa
$1.75M -$223K -751 -12%
MWM
2997
Manske Wealth Management
Texas
$1.75M -$8.33K -28 -0.5%
CPA
2998
Cardiff Park Advisors
California
$1.75M +$7.73K +26 +0.5%
NG
2999
Northstar Group
New York
$1.74M -$5.35K -18 -0.3%
RF
3000
Rossby Financial
Florida
$1.74M +$209K +704 +14%

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.