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JPMorgan Chase

4,752 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,943 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 100

6% more capital invested

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

0% more funds holding

Funds holding: 4,7424,752 (+10)

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
4,752
Holders Change
+10
Holders Change %
+0.21%
% of All Funds
62.35%
Holding in Top 10
920
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-3.06%
% of All Funds
12.07%
New
189
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
MHIP
4726
Mountain Hill Investment Partners
New Jersey
$31.5K +$29.7K +100 New
GAG
4727
Goodman Advisory Group
Massachusetts
$29.3K
HAP
4728
Harbor Asset Planning
Massachusetts
$28.7K
ATC
4729
Advantage Trust Company
Kansas
$28.4K
WW
4730
Winnow Wealth
Texas
$28.1K -$122K -411 -82%
HIA
4731
HFM Investment Advisors
New Jersey
$27.4K
FG
4732
Fairman Group
Pennsylvania
$24.5K
PIS
4733
POM Investment Strategies
North Carolina
$24K +$15.5K +52 +217%
AIP
4734
Alexis Investment Partners
Texas
$22.4K +$21.1K +71 New
JFG
4735
JDM Financial Group
Texas
$20.5K
CFS
4736
Compass Financial Services
Iowa
$17.3K +$16.4K +55 New
PS
4737
PayPay Securities
Japan
$17K +$2.08K +7 +15%
CWM
4738
Cedar Wealth Management
California
$16.1K
MDA
4739
Minot DeBlois Advisors
Massachusetts
$15.8K
LFA
4740
LGT Financial Advisors
Texas
$14.2K
T
4741
Transce3nd
Texas
$12.7K -$1.32M -4,430 -99%
CJ
4742
Caitlin John
Michigan
$12.4K +$11.6K +39 New
FF
4743
Friedenthal Financial
New Jersey
$10.4K
KHC
4744
Koesten Hirschmann & Crabtree
Kansas
$9.72K
EFMH
4745
E Fund Management (HK)
Hong Kong
$8.2K +$7.73K +26 New
TIAAOA
4746
Teachers Insurance & Annuity Association of America
New York
$6.94K -$82.7K -278 -93%
BAM
4747
BLKBRD Asset Management
Connecticut
$5.68K +$5.35K +18 New
FS
4748
Financially Speaking
Colorado
$4.73K
SIP
4749
Sellwood Investment Partners
Oregon
$4.1K +$3.87K +13 New
IA
4750
IFS Advisors
Kansas
$3.56K

JPM Hedge Fund Activity: Q3 2025 in Review

4,752 of the 7,621 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: 189 funds opened new JPM positions and 100 closed out — a net gain of 89 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.

  • 4,752 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.
  • 189 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +89 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.