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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
GSF
3151
Grove Street Fiduciary
New Hampshire
$1.47M
KFG
3152
Kingdom Financial Group
Arizona
$1.47M +$747K +2,510 +117%
RW
3153
RVW Wealth
California
$1.47M -$15.5K -52 -1%
DWG
3154
Darden Wealth Group
Michigan
$1.47M -$3.87K -13 -0.3%
WA
3155
Wealthstream Advisors
New York
$1.47M +$69.3K +233 +5%
ACM
3156
Aspen Capital Management
Idaho
$1.47M +$98.1K +330 +8%
CAM
3157
Campion Asset Management
Virginia
$1.46M -$8.92K -30 -0.6%
MC
3158
Matisse Capital
Oregon
$1.46M
MWM
3159
MBE Wealth Management
Wisconsin
$1.46M +$294K +990 +27%
WF
3160
Whelan Financial
California
$1.46M +$341K +1,146 +33%
SPL
3161
Smart Portfolios LLC
Washington
$1.46M -$88.9K -299 -6%
TFIPS
3162
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.46M +$422K +1,420 +44%
WAG
3163
Windsor Advisory Group
Ohio
$1.46M -$393K -1,323 -22%
AIP
3164
Almanack Investment Partners
Pennsylvania
$1.45M -$292K -982 -18%
FAM
3165
Fairtree Asset Management
South Africa
$1.45M +$391K +1,316 +40%
FSC
3166
Full Sail Capital
Oklahoma
$1.45M +$11.9K +40 +0.9%
HFA
3167
Highland Financial Advisors
New Jersey
$1.45M +$23.2K +78 +2%
CFA
3168
CWS Financial Advisors
Michigan
$1.45M +$297 +1 +0%
GOCP
3169
Great Oak Capital Partners
Massachusetts
$1.45M +$36.6K +123 +3%
YIH
3170
Y-Intercept (HK)
Hong Kong
$1.45M +$424K +1,427 +45%
AT
3171
Avalon Trust
New Mexico
$1.44M +$181K +608 +15%
DPI
3172
Diversified Portfolios Inc
Michigan
$1.44M +$147K +493 +12%
SC
3173
Steph & Co
Wisconsin
$1.44M -$125K -421 -8%
MTC
3174
McDaniel Terry & Co
Texas
$1.44M -$353K -1,187 -21%
PWM
3175
Peck Wealth Management
New York
$1.44M +$1.35M +4,552 New

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.