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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
3701
COWA LLC
Oklahoma
$797K -$51.8K -174 -6%
GPW
3702
Gentry Private Wealth
Kansas
$797K +$30.6K +103 +4%
NWMG
3703
Nicholson Wealth Management Group
South Carolina
$796K
PG
3704
Prostatis Group
Maryland
$793K -$77.6K -261 -9%
TCMP
3705
Thrive Capital Management (Pennsylvania)
Pennsylvania
$792K +$223K +751 +43%
CFS
3706
Coordinated Financial Services
Colorado
$792K +$4.76K +16 +0.6%
BC
3707
Bridgefront Capital
Texas
$791K +$746K +2,507 New
DP
3708
DDD Partners
Washington
$788K +$304K +1,023 +69%
CCG
3709
Catalina Capital Group
California
$786K +$6.84K +23 +0.9%
AL
3710
Arnhold LLC
New York
$786K
FPCG
3711
Forum Private Client Group
Indiana
$785K +$93.1K +313 +14%
TAM
3712
TCP Asset Management
Ohio
$785K +$75.5K +254 +11%
CTC
3713
Corundum Trust Company
South Dakota
$784K -$5.06K -17 -0.7%
PCM
3714
Presidio Capital Management
California
$783K -$320K -1,076 -30%
TAM
3715
Tucker Asset Management
Colorado
$782K -$56.8K -191 -7%
WAM
3716
Walker Asset Management
Missouri
$780K -$1.49K -5 -0.2%
VPP
3717
Vertex Planning Partners
Illinois
$779K +$62.8K +211 +9%
SIMC
3718
Squire Investment Management Company
Utah
$778K
WSFG
3719
Wall Street Financial Group
Illinois
$777K +$97K +326 +15%
RIP
3720
Reliant Investment Partners
North Carolina
$776K -$4.76K -16 -0.6%
MS
3721
Madden Securities
Texas
$774K -$35.1K -118 -5%
SAM
3722
Strive Asset Management
Ohio
$770K -$23.5K -79 -3%
BWP
3723
Bernardo Wealth Planning
Pennsylvania
$770K +$4.46K +15 +0.6%
PSA
3724
Plum Street Advisors
Louisiana
$769K -$25K -84 -3%
CNWM
3725
Clay Northam Wealth Management
California
$769K

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.