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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
SWG
3626
Summit Wealth Group
Vermont
$868K -$9.22K -31 -1%
FEG
3627
Financial Enhancement Group
Indiana
$866K +$163K +547 +24%
PCM
3628
Perritt Capital Management
Illinois
$865K -$2.97K -10 -0.4%
HCP
3629
Holt Capital Partners
Texas
$865K +$8.92K +30 +1%
IA
3630
Inspire Advisors
Idaho
$862K +$86.3K +290 +12%
CAM
3631
Claret Asset Management
Quebec, Canada
$861K -$34.2K -115 -4%
OAJ
3632
Ogorek Anthony Joseph
New York
$859K +$306K +1,030 +61%
IRC
3633
Investors Research Corp
Georgia
$859K
SIM
3634
SSI Investment Management
California
$857K
LIA
3635
Lynx Investment Advisory
District of Columbia
$854K -$595 -2 -0.1%
WLG
3636
Williamson Legacy Group
Indiana
$853K +$804K +2,703 New
AI
3637
AXS Investments
New York
$852K +$57.4K +193 +8%
IG
3638
IFS Group
Pennsylvania
$851K +$815K +2,739 New
RCA
3639
Riverview Capital Advisers
Massachusetts
$850K +$5.95K +20 +0.7%
FSA
3640
Financial Security Advisor
Virginia
$848K +$5.06K +17 +0.6%
LAMNM
3641
Longview Asset Management (New Mexico)
New Mexico
$848K -$19.9K -67 -2%
MAM
3642
Morse Asset Management
Connecticut
$848K +$9.22K +31 +1%
WFPG
3643
Waller Financial Planning Group
Ohio
$846K -$87.1K -293 -10%
OFO
3644
OneAscent Family Office
Alabama
$846K -$28.3K -95 -3%
IWP
3645
Insight Wealth Partners
Texas
$845K +$96.4K +324 +14%
DA
3646
Detalus Advisors
Missouri
$844K +$1.19K +4 +0.1%
DFG
3647
Dupree Financial Group
Kentucky
$844K +$40.7K +137 +5%
IIA
3648
ICW Investment Advisors
Arizona
$844K +$28.8K +97 +4%
RIP
3649
RAM Investment Partners
Washington
$844K +$35.7K +120 +5%
RIS
3650
Richmond Investment Services
Wisconsin
$843K +$94.9K +319 +14%

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.