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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
KCAM
4051
Kagan Cocozza Asset Management
New Jersey
$512K -$67.2K -226 -12%
EMCIP
4052
Ewing Morris & Co Investment Partners
Ontario, Canada
$511K -$11K -37 -2%
ORI
4053
Oak Ridge Investments
Illinois
$510K +$75.2K +253 +19%
HPC
4054
Hobart Private Capital
North Carolina
$510K +$42.8K +144 +10%
PBF
4055
Petix & Botte Financial
California
$510K
GWM
4056
GK Wealth Management
Nevada
$508K +$33.3K +112 +7%
DP
4057
Denver PWM
Colorado
$507K
CC
4058
Colrain Capital
Massachusetts
$505K +$29.7K +100 +7%
IDBONY
4059
Israel Discount Bank of New York
New York
$504K -$8.92K -30 -2%
CA
4060
CWC Advisors
Oregon
$504K
FDS
4061
Freedom Day Solutions
Texas
$503K +$11.6K +39 +3%
EI
4062
EDMP Inc
Florida
$501K
SA
4063
Shilanski & Associates
Alaska
$501K +$1.78K +6 +0.4%
ACM
4064
Avalon Capital Management
California
$501K
TWM
4065
Trevian Wealth Management
Massachusetts
$500K +$38.4K +129 +9%
YWM
4066
Yoder Wealth Management
California
$500K +$20.5K +69 +5%
LFASL
4067
Lugano Financial Advisors SA (LFA)
Switzerland
$500K +$2.68K +9 +0.6%
WCP
4068
Wick Capital Partners
Pennsylvania
$499K -$1.6M -5,368 -77%
KFP
4069
Keener Financial Planning
Texas
$499K
TFP
4070
Triune Financial Partners
Kansas
$498K -$9.52K -32 -2%
MSF
4071
Mustard Seed Financial
Arkansas
$497K
SWA
4072
Strata Wealth Advisors
Texas
$497K +$3.87K +13 +0.8%
SGI
4073
Swan Global Investments
Colorado
$496K -$93.7K -315 -17%
CCM
4074
Chickasaw Capital Management
Tennessee
$496K
NWP
4075
NerdWallet Wealth Partners
New York
$494K +$465K +1,565 New

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.