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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
STCOSD
4826
Sageworth Trust Company of South Dakota
South Dakota
-$336K -1,160 Closed
LAM
4827
Lifestyle Asset Management
Texas
-$324K -1,117 Closed
RL
4828
Retireful LLC
Michigan
-$323K -1,115 Closed
MPM
4829
MBB Public Markets
Illinois
-$318K -1,096 Closed
AWM
4830
AAF Wealth Management
Massachusetts
-$287K -989 Closed
NA
4831
Novus Advisors
South Carolina
-$286K -985 Closed
CWP
4832
Corepath Wealth Partners
Arizona
-$272K -919 Closed
AAM
4833
Ameraudi Asset Management
New York
-$264K -912 Closed
AC
4834
Attessa Capital
Arizona
-$264K -910 Closed
DC
4835
Dahring Cusmano
Michigan
-$257K -888 Closed
LFS
4836
Littlejohn Financial Services
Oregon
-$238K -820 Closed
TA
4837
Teramo Advisors
Florida
-$224K -772 Closed
PWA
4838
PCG Wealth Advisors
Kansas
-$207K -715 Closed
MFF
4839
Michels Family Financial
Texas
-$203K -700 Closed
CW
4840
Cooksen Wealth
Texas
-$176K -608 Closed
MS
4841
Marshall & Sullivan
Washington
-$174K -599 Closed
KWM
4842
Kiker Wealth Management
Georgia
-$170K -585 Closed
Walleye Capital
4843
Walleye Capital
New York
-$165K -556 Closed
WTFG
4844
Wood Tarver Financial Group
Idaho
-$143K -497 Closed
RI
4845
Ridgewood Investments
New Jersey
-$131K -453 Closed
MAWAG
4846
Mid-American Wealth Advisory Group
Missouri
-$114K -393 Closed
KSWA
4847
Kathleen S. Wright Associates
Pennsylvania
-$58K -200 Closed
RIM
4848
Ryan Investment Management
Colorado
-$36.8K -127 Closed
MS
4849
Mizuho Securities
Japan
-$31.9K -110 Closed
IMC
4850
Investment Management Corporation
Virginia
-$8.41K -29 Closed

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.