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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
WC
3101
Westhampton Capital
North Carolina
$1.57M +$15.5K +52 +1%
MG
3102
McHugh Group
Ohio
$1.57M
EIA
3103
Eldridge Investment Advisors
New Hampshire
$1.57M
MWM
3104
MFG Wealth Management
Indiana
$1.57M -$307K -1,033 -17%
KBFS
3105
Kohmann Bosshard Financial Services
Ohio
$1.56M +$104K +348 +8%
APW
3106
Aventura Private Wealth
Florida
$1.56M +$108K +363 +8%
BIMC
3107
Benson Investment Management Company
Virginia
$1.56M
MCM
3108
McDonough Capital Management
Florida
$1.56M +$33K +111 +2%
PWA
3109
Portus Wealth Advisors
North Carolina
$1.56M +$1.47M +4,941 New
WH
3110
Willner & Heller
California
$1.56M -$14.6K -49 -1%
IA
3111
Insight Advisors
Pennsylvania
$1.55M -$22.3K -75 -2%
CA
3112
Cambridge Advisors
Nebraska
$1.55M -$29.7K -100 -2%
LWM
3113
Liberty Wealth Management
California
$1.55M -$9.22K -31 -0.6%
VAMG
3114
Voisard Asset Management Group
Michigan
$1.54M +$16.7K +56 +1%
PAA
3115
Peregrine Asset Advisers
Oregon
$1.54M
PA
3116
PFW Advisors
Georgia
$1.54M
SWM
3117
Shelton Wealth Management
Texas
$1.54M -$3.57K -12 -0.2%
BW
3118
Blalock Williams
Alabama
$1.54M +$62.2K +209 +4%
MA
3119
Maxele Advisors
Missouri
$1.54M +$297 +1 +0%
CWG
3120
Crown Wealth Group
North Carolina
$1.54M +$163K +547 +13%
AAG
3121
Armstrong Advisory Group
Massachusetts
$1.53M +$17.3K +58 +1%
THCM
3122
Taylor Hoffman Capital Management
Virginia
$1.53M -$13.1K -44 -0.9%
PC
3123
PhiloSmith Capital
Connecticut
$1.53M
GC
3124
GatePass Capital
Ohio
$1.53M +$2.38K +8 +0.2%
SI
3125
Severin Investments
Missouri
$1.53M -$119K -401 -8%

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.