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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
PHIC
3326
Pine Haven Investment Counsel
Massachusetts
$1.2M -$20.8K -70 -2%
BBPWM
3327
Blue Bell Private Wealth Management
Pennsylvania
$1.2M +$48.5K +163 +4%
CIAS
3328
CBIZ Investment Advisory Services
Ohio
$1.2M +$737K +2,477 +186%
VF
3329
Vawter Financial
Ohio
$1.2M +$856K +2,877 +309%
PWP
3330
Prasad Wealth Partners
Ohio
$1.2M -$86.8K -292 -7%
RA
3331
Rise Advisors
New York
$1.2M +$42.8K +144 +4%
BDLIB
3332
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.2M
PA
3333
PSI Advisors
Florida
$1.2M -$83.3K -280 -7%
CAG
3334
Curtis Advisory Group
California
$1.2M
FA
3335
Fiducient Advisors
Illinois
$1.2M +$142K +477 +14%
LGWM
3336
Litman Gregory Wealth Management
California
$1.2M
FFM
3337
Flagstone Financial Management
Nebraska
$1.19M
TCM
3338
Tributary Capital Management
Nebraska
$1.19M -$61K -205 -5%
RA
3339
Rational Advisors
New York
$1.19M +$33K +111 +3%
VFG
3340
Victory Financial Group
Texas
$1.19M -$155K -520 -12%
HG
3341
Harbor Group
New Hampshire
$1.19M -$67.2K -226 -6%
PSCM
3342
Per Stirling Capital Management
Texas
$1.19M +$18.4K +62 +2%
IAP
3343
Indie Asset Partners
Indiana
$1.19M -$11.6K -39 -1%
DEM
3344
Disciplined Equity Management
Florida
$1.19M
GCM
3345
Galibier Capital Management
Ontario, Canada
$1.19M
MAG
3346
Mayfair Advisory Group
Alabama
$1.18M +$11K +37 +1%
AWM
3347
Accredited Wealth Management
Kentucky
$1.18M -$1.05M -3,520 -92%
WPW
3348
Watershed Private Wealth
Illinois
$1.18M
OWA
3349
Opal Wealth Advisors
New York
$1.18M -$26.5K -89 -2%
CNBOF
3350
City National Bank of Florida
Florida
$1.18M +$83.6K +281 +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.