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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
HAS
3351
Holland Advisory Services
Florida
$1.17M +$595 +2 +0.1%
CIA
3352
Compass Ion Advisors
Pennsylvania
$1.17M +$58K +195 +6%
NI
3353
NCP Inc
California
$1.17M +$297 +1 +0%
DMBA
3354
Deseret Mutual Benefit Administrators
Utah
$1.17M -$140K -470 -11%
JSA
3355
Jacobson & Schmitt Advisors
Wisconsin
$1.17M +$505K +1,698 +84%
KA
3356
KDT Advisors
New York
$1.17M
TFA
3357
Tranquilli Financial Advisor
New Jersey
$1.17M +$30.6K +103 +3%
PCM
3358
Permanent Capital Management
Illinois
$1.17M +$1.1M +3,710 New
APM
3359
a16z Perennial Management
California
$1.17M +$1.1M +3,704 New
EI
3360
Ecofi Investissements
France
$1.17M -$104K -350 -9%
WFAG
3361
Wescott Financial Advisory Group
Pennsylvania
$1.17M +$219K +735 +25%
WCP
3362
Wealthcare Capital Partners
Pennsylvania
$1.16M +$11.3K +38 +1%
SPI
3363
Santori & Peters Inc
Pennsylvania
$1.16M +$2.68K +9 +0.2%
PAMP
3364
Polar Asset Management Partners
Ontario, Canada
$1.16M +$1.1M +3,688 New
AWS
3365
Arkfeld Wealth Strategies
Nebraska
$1.16M +$2.38K +8 +0.2%
IWP
3366
Invenio Wealth Partners
Florida
$1.16M -$595 -2 -0.1%
DWA
3367
Dougherty Wealth Advisers
Minnesota
$1.16M -$4.46K -15 -0.4%
PCI
3368
Planning Center Inc
Illinois
$1.16M +$1.19K +4 +0.1%
HWM
3369
Howard Wealth Management
Connecticut
$1.16M -$18.1K -61 -2%
ODIJL
3370
One Day In July LLC
Vermont
$1.15M -$91.3K -307 -8%
WMA
3371
William Mack & Associates
Michigan
$1.15M -$44K -148 -4%
TWM
3372
Tanager Wealth Management
United Kingdom
$1.15M +$53.8K +181 +5%
PC
3373
Port Capital
Illinois
$1.14M -$38.4K -129 -3%
FA
3374
FSA Advisors
Michigan
$1.14M +$191K +642 +22%
OP
3375
ORG Partners
Indiana
$1.14M +$41K +138 +4%

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.