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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
CL
3576
CLG LLC
California
$916K +$7.73K +26 +0.9%
AIA
3577
AIMZ Investment Advisors
California
$913K
SG
3578
Strid Group
Pennsylvania
$911K +$4.76K +16 +0.6%
SFC
3579
Strategic Financial Concepts
Texas
$911K -$75.5K -254 -8%
CIA
3580
Cascade Investment Advisors
Oregon
$910K -$119K -399 -12%
AWM
3581
Allen Wealth Management
North Carolina
$907K -$41.6K -140 -5%
PA
3582
Planning Alternatives
Michigan
$905K +$94.3K +317 +12%
BEW
3583
Burton Enright Welch
California
$904K +$105K +352 +14%
MWM
3584
Maripau Wealth Management
Indiana
$904K -$377K -1,266 -31%
PHWM
3585
Pine Harbor Wealth Management
Maryland
$903K +$80.6K +271 +10%
SWM
3586
Steinberganna Wealth Management
New York
$903K +$851K +2,861 New
TA
3587
TCM Advisors
West Virginia
$902K
SAM
3588
Synergy Asset Management
Washington
$898K +$615K +2,068 +222%
BFS
3589
Burkett Financial Services
South Carolina
$898K -$85.4K -287 -9%
LFA
3590
Level Financial Advisors
New York
$897K +$332K +1,117 +65%
MA
3591
MKT Advisors
California
$897K +$3.57K +12 +0.4%
AIS
3592
American Investment Services
Massachusetts
$895K
MPIA
3593
Milestones Private Investment Advisors
New York
$893K
HFS
3594
Heritage Financial Services
Massachusetts
$893K +$102K +342 +14%
OCM
3595
Objective Capital Management
Ohio
$890K -$7.43K -25 -0.9%
VFP
3596
Verus Financial Partners
Virginia
$888K -$70.8K -238 -8%
HI
3597
Harrington Investments
California
$888K -$114K -382 -12%
HFM
3598
Harvest Fund Management
China
$886K -$79.4K -267 -9%
CFG
3599
Copley Financial Group
California
$886K -$86.5K -291 -9%
B
3600
Bensler
Washington
$886K +$16.7K +56 +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.