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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
I2I
3476
Insight 2811 Inc
Illinois
$1.03M -$7.43K -25 -0.8%
PWM
3477
Prosperity Wealth Management
California
$1.03M +$6.54K +22 +0.7%
RWM
3478
RBA Wealth Management
California
$1.03M -$5.06K -17 -0.5%
WCM
3479
Washburn Capital Management
Florida
$1.02M +$44.9K +151 +5%
SLA
3480
Silver Lake Advisory
Utah
$1.02M +$3.87K +13 +0.4%
PCM
3481
Prelude Capital Management
New York
$1.02M +$243K +816 +34%
ADBIC
3482
A.D. Beadell Investment Counsel
Wisconsin
$1.02M -$52K -175 -5%
WFA
3483
WestHill Financial Advisors
California
$1.01M +$595 +2 +0.1%
JTWM
3484
Jackson Thornton Wealth Management
Alabama
$1.01M +$264K +886 +36%
SM
3485
Salzhauer Michael
$1.01M -$432K -1,453 -31%
NFC
3486
Northstar Financial Companies
Pennsylvania
$1.01M +$272K +916 +40%
CA
3487
Capital Advantage
California
$1.01M +$297 +1 +0%
WFM
3488
Wolff Financial Management
Michigan
$1.01M -$892 -3 -0.1%
SAM
3489
SP Asset Management
California
$1.01M +$2.68K +9 +0.3%
LWM
3490
Lionshead Wealth Management
New York
$1M +$212K +714 +29%
CAM
3491
Concorde Asset Management
Michigan
$1M +$967K +3,253 New
WAOI
3492
Wealth Advisors of Iowa
Iowa
$1M -$7.14K -24 -0.8%
RG
3493
Renaissance Group
Kentucky
$1M -$168K -565 -15%
SCA
3494
Strathmore Capital Advisors
North Carolina
$1M +$68.4K +230 +8%
CP
3495
Creekside Partners
California
$1M -$27.4K -92 -3%
IIM
3496
Ironwood Investment Management
Massachusetts
$995K
OAS
3497
Optivise Advisory Services
Tennessee
$994K +$301K +1,012 +47%
HF
3498
Holcombe Financial
Georgia
$993K
PIM
3499
Pullen Investment Management
Florida
$992K +$595 +2 +0.1%
TCM
3500
TruNorth Capital Management
Michigan
$992K +$14.9K +50 +2%

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.