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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
CFP
3301
Cascade Financial Partners
California
$1.23M +$89.2K +300 +8%
EPM
3302
Elm Partners Management
Pennsylvania
$1.23M +$1.16M +3,910 New
FFG
3303
Fiduciary Financial Group
California
$1.23M -$17.8K -60 -2%
TIM
3304
Total Investment Management
Arizona
$1.23M -$2.97K -10 -0.3%
CSI
3305
Clark & Stuart Inc
Maine
$1.23M +$61.6K +207 +6%
CF
3306
Cyr Financial
Illinois
$1.23M +$86.3K +290 +8%
SL
3307
Summitry LLC
California
$1.23M +$255K +857 +28%
NC
3308
North Capital
Utah
$1.22M +$61.3K +206 +6%
KWM
3309
Kingsman Wealth Management
Florida
$1.22M -$45.8K -154 -4%
SC
3310
Saturna Capital
Washington
$1.22M +$297K +1,000 +35%
HPM
3311
Hoxton Planning & Management
West Virginia
$1.22M -$3.27K -11 -0.3%
EC
3312
EdgeRock Capital
Colorado
$1.22M +$134K +449 +13%
UFF
3313
USA Financial Formulas
Michigan
$1.22M +$1.15M +3,857 New
ACA
3314
Affinity Capital Advisors
California
$1.21M -$88.6K -298 -7%
MAM
3315
Mainsail Asset Management
Alabama
$1.21M +$697K +2,342 +155%
LCM
3316
LCM Capital Management
Illinois
$1.21M
GCM
3317
Goldstream Capital Management
Hong Kong
$1.21M
CAM
3318
Creekmur Asset Management
Illinois
$1.21M -$512K -1,720 -31%
BCG
3319
Bravias Capital Group
New Jersey
$1.21M -$131K -441 -10%
WIM
3320
Warwick Investment Management
Texas
$1.21M +$94.9K +319 +9%
CC
3321
Cultivar Capital
Texas
$1.21M
EBSAM
3322
Eubel Brady & Suttman Asset Management
Ohio
$1.21M -$176K -593 -13%
BRWM
3323
Blue Rock Wealth Management
North Carolina
$1.21M +$85.4K +287 +8%
PPA
3324
Pacific Point Advisors
California
$1.21M
Q
3325
QVR
California
$1.2M +$684K +2,299 +151%

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.