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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
GSIAS
3026
Garden State Investment Advisory Services
New Jersey
$1.69M +$3.57K +12 +0.2%
NWA
3027
New World Advisors
Massachusetts
$1.69M +$273K +919 +21%
PWM
3028
Proathlete Wealth Management
Florida
$1.69M +$5.06K +17 +0.3%
RCM
3029
Requisite Capital Management
Texas
$1.69M +$274K +922 +21%
GL
3030
Gerber LLC
Ohio
$1.69M +$1.19K +4 +0.1%
CG
3031
Clifford Group
Massachusetts
$1.69M -$47.3K -159 -3%
AHL
3032
Abel Hall LLC
Louisiana
$1.68M -$30.9K -104 -2%
CG
3033
Clarus Group
Texas
$1.68M -$54.1K -182 -3%
OPTFSNA
3034
Old Point Trust & Financial Services N A
Virginia
$1.68M +$250K +840 +19%
CAM
3035
Costello Asset Management
Pennsylvania
$1.68M -$6.54K -22 -0.4%
PJWM
3036
Philip James Wealth Mangement
Georgia
$1.67M -$115K -388 -7%
EL
3037
EWA LLC
Pennsylvania
$1.67M +$52.9K +178 +3%
KIG
3038
Kennedy Investment Group
New Jersey
$1.67M -$1.78K -6 -0.1%
TC
3039
Truvestments Capital
Florida
$1.67M +$78.5K +264 +5%
CAM
3040
Councilmark Asset Management
Tennessee
$1.67M
USWIA
3041
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.67M -$52K -175 -3%
TF
3042
Trek Financial
Arizona
$1.67M +$117K +395 +8%
CA
3043
Centerpoint Advisors
Massachusetts
$1.67M +$31.2K +105 +2%
LA
3044
Latitude Advisors
Florida
$1.67M +$39K +131 +3%
FPL
3045
Fortress Private Ledger
North Carolina
$1.66M +$14.9K +50 +1%
SCA
3046
Sulzberger Capital Advisors
Florida
$1.66M -$149K -500 -9%
KL
3047
KilterHowling LLC
Colorado
$1.66M +$15.8K +53 +1%
HA
3048
Hofer & Associates
California
$1.66M +$8.33K +28 +0.5%
PGA
3049
Portland Global Advisors
Maine
$1.66M +$18.1K +61 +1%
AAM
3050
AMI Asset Management
California
$1.66M -$8.33K -28 -0.5%

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.