We are live on ! Find out more
JPM icon

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
EFG
3501
Ehrlich Financial Group
California
$990K -$52.6K -177 -5%
LFG
3502
Lockerman Financial Group
California
$990K -$9.81K -33 -1%
FCT
3503
First Community Trust
Iowa
$987K -$48.2K -162 -5%
NP
3504
Ninepoint Partners
Ontario, Canada
$986K -$244K -820 -21%
TC
3505
Tacita Capital
Ontario, Canada
$985K +$10.7K +36 +1%
MPW
3506
Magnolia Private Wealth
Pennsylvania
$985K +$14K +47 +2%
OAM
3507
Oberweis Asset Management
Illinois
$984K -$97.8K -329 -10%
AWA
3508
Arbor Wealth Advisors
Michigan
$983K -$6.54K -22 -0.7%
FI
3509
Financial Insights
Washington
$980K +$101K +339 +12%
MJRIC
3510
Mogy Joel R Investment Counsel
California
$978K -$14.9K -50 -2%
Cohen & Steers
3511
Cohen & Steers
New York
$978K
BCMLT
3512
Beacon Capital Management LLC (Tennessee)
Tennessee
$977K +$35.1K +118 +4%
SWM
3513
SilverOak Wealth Management
Minnesota
$977K -$142K -479 -13%
MF
3514
Meridian Financial
Massachusetts
$976K
AF
3515
Atala Financial
California
$974K
PPC
3516
Pennington Partners & Co
Maryland
$973K +$11.3K +38 +1%
AA
3517
Alpha Advisors
Virginia
$972K +$10.7K +36 +1%
WAM
3518
WealthTrust Asset Management
Florida
$972K +$1.78K +6 +0.2%
RMC
3519
Ring Mountain Capital
California
$968K +$4.76K +16 +0.5%
NPPM
3520
North Point Portfolio Managers
Ohio
$967K -$1.19K -4 -0.1%
LWM
3521
LongView Wealth Management
Georgia
$966K -$4.46K -15 -0.5%
IAG
3522
Investmark Advisory Group
Connecticut
$966K +$1.19K +4 +0.1%
ACM
3523
Absolute Capital Management
Pennsylvania
$966K -$892 -3 -0.1%
SPW
3524
Sonoma Private Wealth
California
$964K +$101K +338 +12%
SAM
3525
Shikiar Asset Management
New York
$962K +$47K +158 +5%

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.