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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
MWM
4426
Magnolia Wealth Management
Alabama
$299K
ACM
4427
Aurdan Capital Management
Pennsylvania
$299K -$5.06K -17 -2%
GAM
4428
GEM Asset Management
Michigan
$298K
FI
4429
FWG Investments
Kentucky
$298K +$7.43K +25 +3%
FRM
4430
Fox Run Management
Connecticut
$298K -$852K -2,865 -75%
CCMIC
4431
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$298K +$33.9K +114 +14%
SCA
4432
Sander Capital Advisors
Washington
$297K +$4.46K +15 +2%
WI
4433
Westbourne Investments
Virginia
$297K -$83.6K -281 -23%
KCM
4434
Kennedy Capital Management
Missouri
$296K -$7.85M -26,392 -97%
CQWA
4435
Chokshi & Queen Wealth Advisors
California
$295K +$5.95K +20 +2%
MFG
4436
Midwest Financial Group
Kansas
$293K +$892 +3 +0.3%
FS
4437
Ferguson Shapiro
Georgia
$292K +$892 +3 +0.3%
RPA
4438
Rock Point Advisors
Vermont
$292K
HSWS
4439
Higgins & Schmidt Wealth Strategies
Colorado
$292K +$5.95K +20 +2%
MAA
4440
Mraz Amerine & Associates
California
$291K -$23.5K -79 -8%
VW
4441
Veridan Wealth
Oregon
$290K +$274K +921 New
EWA
4442
Elevate Wealth Advisory
Georgia
$290K -$892 -3 -0.3%
CMMS
4443
Comprehensive Money Management Services
Florida
$289K
UI
4444
Unconventional Investor
New Hampshire
$289K -$7.43K -25 -3%
PWM
4445
PMG Wealth Management
Illinois
$287K
RIM
4446
Reliant Investment Management
Tennessee
$287K
HCRE
4447
Hoya Capital Real Estate
Connecticut
$287K
FLP
4448
Financial Life Planners
Arizona
$286K +$11K +37 +4%
AWM
4449
Act Wealth Management
Texas
$286K -$40.2K -135 -13%
TCOK
4450
Trust Company of Kansas
Kansas
$284K

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.