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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
IP
3451
Isthmus Partners
Wisconsin
$1.06M +$101K +340 +11%
OWA
3452
Outlook Wealth Advisors
Texas
$1.06M +$5.06K +17 +0.5%
HB
3453
Horizon Bancorp
Indiana
$1.05M -$133K -447 -12%
ACM
3454
AUA Capital Management
Pennsylvania
$1.05M
FA
3455
Forefront Analytics
Pennsylvania
$1.05M +$4.76K +16 +0.5%
T
3456
Tableaux
Massachusetts
$1.05M +$348K +1,171 +54%
BFF
3457
Byrne Financial Freedom
Massachusetts
$1.05M -$250K -842 -20%
KOC
3458
Koss-Olinger Consulting
Florida
$1.05M
MAM
3459
Mullooly Asset Management
New Jersey
$1.05M +$3.57K +12 +0.4%
CastleKeep Investment Advisors
3460
CastleKeep Investment Advisors
Connecticut
$1.05M -$660K -2,219 -40%
PFA
3461
Pathway Financial Advisors
Vermont
$1.05M +$178K +600 +22%
AW
3462
Apricus Wealth
South Carolina
$1.05M -$3.21M -10,784 -76%
PAW
3463
Plan A Wealth
Nebraska
$1.04M -$128K -432 -12%
CFO
3464
Collective Family Office
Pennsylvania
$1.04M -$36.9K -124 -4%
FAM
3465
Flaharty Asset Management
Florida
$1.04M +$562K +1,891 +134%
VW
3466
Vance Wealth
California
$1.04M -$27.7K -93 -3%
TWM
3467
TCFG Wealth Management
California
$1.04M -$55.3K -186 -5%
CHA
3468
Cooper/Haims Advisors
New York
$1.04M +$10.4K +35 +1%
PCFFS
3469
Pacific Center for Financial Services
California
$1.04M -$23.2K -78 -2%
WCG
3470
Weaver Consulting Group
California
$1.04M +$23.5K +79 +2%
PWM
3471
Partners Wealth Management
California
$1.04M -$188K -631 -16%
EPW
3472
Endeavor Private Wealth
Kansas
$1.03M +$127K +428 +15%
LIA
3473
LifePlan Investment Advisors
North Carolina
$1.03M
MC
3474
McCarthy & Cox
Ohio
$1.03M -$54.1K -182 -5%
AWM
3475
Ariadne Wealth Management
California
$1.03M -$258K -868 -21%

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.