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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
SSG
3201
Summit Securities Group
New York
$1.38M +$841K +2,829 +184%
EI
3202
Ellevest Inc
New York
$1.37M +$195K +654 +18%
HCM
3203
Hutchinson Capital Management
California
$1.37M -$152K -510 -11%
SWP
3204
Summit Wealth Partners
Florida
$1.37M +$297 +1 +0%
HW
3205
Hamilton Wealth
California
$1.37M +$1.78K +6 +0.1%
WMWM
3206
Whitaker-Myers Wealth Managers
Ohio
$1.37M -$1.26M -4,221 -49%
VCP
3207
Vista Capital Partners
Oregon
$1.36M +$83.6K +281 +7%
CIS
3208
Custom Index Systems
New York
$1.36M +$126K +422 +11%
VF
3209
Virtu Financial
New York
$1.36M -$4.24M -14,263 -77%
TFCP
3210
Twin Focus Capital Partners
Massachusetts
$1.36M +$54.1K +182 +4%
HWM
3211
Hassell Wealth Management
Louisiana
$1.36M +$892 +3 +0.1%
S
3212
Sachetta
Massachusetts
$1.36M -$66.3K -223 -5%
PAWA
3213
Palo Alto Wealth Advisors
California
$1.35M +$53.5K +180 +4%
WJA
3214
Willis Johnson & Associates
Texas
$1.35M -$138K -463 -10%
WAM
3215
WNY Asset Management
New York
$1.35M -$184K -618 -13%
TCM
3216
Towercrest Capital Management
Pennsylvania
$1.35M -$32.1K -108 -2%
SAM
3217
Secure Asset Management
Michigan
$1.35M -$292K -981 -18%
PCM
3218
Poehling Capital Management
Wisconsin
$1.34M +$297 +1 +0%
NVIM
3219
New Vernon Investment Management
Illinois
$1.34M
CFAM
3220
Center For Asset Management
Florida
$1.34M -$6.25K -21 -0.5%
CCA
3221
Cadent Capital Advisors
Oklahoma
$1.34M +$712K +2,393 +129%
AWMG
3222
Alliance Wealth Management Group
New Jersey
$1.34M -$32.1K -108 -2%
TIM
3223
Tevis Investment Management
Texas
$1.34M +$10.1K +34 +0.8%
AGA
3224
Arkos Global Advisors
Texas
$1.33M +$286K +960 +29%
FDW
3225
Fourth Dimension Wealth
Ohio
$1.33M -$1.49K -5 -0.1%

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.