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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
SFFS
3851
Stonehage Fleming Financial Services
Jersey
$650K
FF
3852
Friday Financial
Iowa
$650K -$6.25K -21 -1%
BMCM
3853
Burns Matteson Capital Management
New York
$650K +$1.19K +4 +0.2%
CYG
3854
Clean Yield Group
Vermont
$650K +$31.5K +106 +5%
LAM
3855
Lakewood Asset Management
Illinois
$650K +$29.7K +100 +5%
ACM
3856
Ascent Capital Management
Oregon
$649K +$15.2K +51 +3%
WAN
3857
Wealth Advisors Northwest
Oregon
$649K +$1.49K +5 +0.2%
RA
3858
Riverstone Advisors
Texas
$648K +$21.4K +72 +4%
BWA
3859
Bestgate Wealth Advisors
Maryland
$647K
CWMP
3860
Clarion Wealth Managment Partners
Virginia
$646K +$10.4K +35 +2%
CFO
3861
Capitol Family Office
Oregon
$645K +$3.87K +13 +0.6%
IDA
3862
Intelligence Driven Advisers
California
$645K +$1.19K +4 +0.2%
BIG
3863
Builder Investment Group
Georgia
$645K
RWMG
3864
Redwood Wealth Management Group
New Jersey
$644K +$297 +1 +0%
TBWA
3865
Three Bridge Wealth Advisors
California
$643K -$281K -944 -32%
GT
3866
GreatBanc Trust
Illinois
$642K +$605K +2,034 New
LI
3867
LifeWealth Investments
Florida
$640K -$16.4K -55 -3%
CMBA
3868
C.M. Bidwell & Associates
Hawaii
$640K -$26.8K -90 -4%
KC
3869
Kinloch Capital
Virginia
$640K -$1.49K -5 -0.2%
FWMM
3870
Foundation Wealth Management (Missouri)
Missouri
$639K +$7.73K +26 +1%
HKAM
3871
Horizon Kinetics Asset Management
New York
$639K -$113K -380 -16%
KAM
3872
Karani Asset Management
New York
$636K
KNFPWM
3873
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$636K +$6.84K +23 +1%
PWA
3874
Peterson Wealth Advisors
Utah
$635K +$9.81K +33 +2%
WFS
3875
Widmann Financial Services
Maryland
$634K +$33.6K +113 +6%

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.