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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
KFS
3826
Kelly Financial Services
Massachusetts
$680K -$28K -94 -4%
GCWM
3827
Graham Capital Wealth Management
District of Columbia
$679K
AWA
3828
ARQ Wealth Advisors
Arizona
$678K +$639K +2,150 New
CCP
3829
Clarkston Capital Partners
Michigan
$676K
GSCM
3830
Greenfield Seitz Capital Management
Texas
$672K -$5.65K -19 -0.9%
CFS
3831
CGC Financial Services
Oregon
$669K +$33.3K +112 +6%
CFG
3832
Compton Financial Group
Maryland
$666K +$4.16K +14 +0.7%
BCB
3833
Brian C. Broderick
$666K
BA
3834
Brightwater Advisory
Florida
$664K -$30.6K -103 -5%
CSA
3835
Cornerstone Select Advisors
Missouri
$664K +$70.8K +238 +13%
MAM
3836
MMA Asset Management
Pennsylvania
$663K +$625K +2,102 New
AIM
3837
Arcadia Investment Management
Michigan
$662K
SC
3838
Schoolcraft Capital
Colorado
$662K
OFP
3839
OLIO Financial Planning
Virginia
$661K -$38.7K -130 -6%
JA
3840
JVL Associates
Michigan
$660K -$297 -1 -0%
RWRC
3841
R.W. Roge & Company
New York
$658K -$17.5K -59 -3%
OA
3842
Oceanside Advisors
South Carolina
$658K -$47.6K -160 -7%
GC
3843
Guidance Capital
Kentucky
$657K
XPN
3844
XY Planning Network
Montana
$656K
VBFG
3845
Vishria Bird Financial Group
Tennessee
$655K +$48.2K +162 +8%
IPWA
3846
International Private Wealth Advisors
California
$654K +$172K +580 +39%
MBI
3847
May Barnhard Investments
Maryland
$653K +$297 +1 +0%
SC
3848
SummitTX Capital
Texas
$653K -$9.22K -31 -1%
SWMG
3849
Signature Wealth Management Group
Georgia
$651K +$297 +1 +0%
CCIA
3850
Cherry Creek Investment Advisors
Colorado
$650K +$2.97K +10 +0.5%

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.