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JPMorgan Chase

4,753 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 1,943 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 100

6% more capital invested

Capital invested by funds: $583B → $618B (+$35.1B)

0% more funds holding

Funds holding: 4,7424,753 (+11)

8% less repeat investments, than reductions

Existing positions increased: 1,943 | 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
4,753
Holders Change
+11
Holders Change %
+0.23%
% 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
190
Increased
1,943
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
CIC
4401
Chase Investment Counsel
Virginia
$309K +$25K +84 +9%
MW
4402
Members Wealth
Pennsylvania
$309K +$296K +994 New
RI
4403
Rinkey Investments
California
$308K -$49.7K -167 -15%
SFG
4404
Synergy Financial Group
California
$308K +$9.22K +31 +3%
CMP
4405
Coston McIsaac & Partners
Maine
$308K +$6.25K +21 +2%
WH
4406
Whitcomb & Hess
Ohio
$308K -$35.1K -118 -11%
SIM
4407
Sims Investment Management
Ohio
$308K
SWM
4408
Seed Wealth Management
Illinois
$307K -$155K -521 -35%
FFW
4409
Fusion Family Wealth
New York
$307K +$297 +1 +0.1%
SWM
4410
Stonebridge Wealth Management
Illinois
$306K
IWB
4411
Innovative Wealth Building
Maryland
$306K +$1.19K +4 +0.4%
KFG
4412
Kropog Financial Group
Louisiana
$305K +$1.49K +5 +0.5%
KA
4413
Kure Advisory
Minnesota
$304K -$13.1K -44 -4%
NLWP
4414
Next Level Wealth Planning
Idaho
$304K
BBNB
4415
Baker Boyer National Bank
Washington
$304K -$30.3K -102 -10%
RWM
4416
Rialto Wealth Management
New York
$304K +$9.81K +33 +4%
DQRIM
4417
Dale Q Rice Investment Management
Washington
$303K
AC
4418
Avant Capital
Louisiana
$303K +$1.19K +4 +0.4%
PWA
4419
Prairie Wealth Advisors
Nebraska
$303K
MIM
4420
Macroview Investment Management
Maryland
$302K
NA
4421
Note Advisors
New York
$302K +$55.6K +187 +24%
CI
4422
Carroll Investors
South Carolina
$301K -$297 -1 -0.1%
CCM
4423
Check Capital Management
California
$301K +$297 +1 +0.1%
AF
4424
AtlasMark Financial
Texas
$300K
TCCM
4425
Timber Creek Capital Management
Massachusetts
$300K

JPM Hedge Fund Activity: Q3 2025 in Review

4,753 of the 7,622 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: 190 funds opened new JPM positions and 100 closed out — a net gain of 90 holders — while 1,943 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.

  • 4,753 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,742 in Q2 2025.
  • Funds reported $618B of JPMorgan Chase stock for Q3 2025, up 6% quarter-over-quarter.
  • 190 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +90 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.