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JPMorgan Chase

4,754 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, 1,943 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: 4,7424,754 (+12)

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
4,754
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
1,943
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
AG
851
Ascent Group
Virginia
$25.6M +$142K +478 +0.6%
CA
852
Cullinan Associates
Kentucky
$25.6M +$860K +2,890 +4%
CC
853
Courier Capital
New York
$25.5M -$628K -2,113 -3%
S
854
SignatureFD
Georgia
$25.5M +$620K +2,083 +3%
WIC
855
Woodmont Investment Counsel
Tennessee
$25.4M -$1.92M -6,463 -7%
OHIS
856
Oak Harvest Investment Services
Texas
$25.4M -$5.5M -18,489 -19%
MSA
857
MUFG Securities Americas
New York
$25.3M +$4.06M +13,636 +20%
AP
858
Archon Partners
New Jersey
$25.2M
GAI
859
General American Investors
New York
$25.2M
BWP
860
Barlow Wealth Partners
Kentucky
$25.2M +$10.4K +35 +0%
KWMG
861
King Wealth Management Group
Florida
$25.2M -$11K -37 -0%
PAM
862
Peak Asset Management
Colorado
$25.2M -$188K -633 -0.8%
FNFDCM
863
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$25.1M -$356K -1,196 -1%
OBAM
864
ODDO BHF Asset Management
France
$25.1M +$11.1M +37,426 +89%
VT
865
Vise Technologies
New York
$25.1M -$8.01M -26,939 -25%
JWBC
866
J.W. Burns & Co
New York
$25.1M +$61.3K +206 +0.3%
SHGA
867
Sand Hill Global Advisors
California
$25.1M -$1.55M -5,220 -6%
JWM
868
JGP Wealth Management
Oregon
$25.1M -$99K -333 -0.4%
LNB
869
Ledyard National Bank
$25.1M -$555K -1,866 -2%
NCM
870
Novare Capital Management
North Carolina
$25M -$313K -1,054 -1%
BBI
871
Baxter Bros Inc
Connecticut
$25M +$846K +2,846 +4%
GIA
872
Gladstone Institutional Advisory
Florida
$25M -$1.22M -4,105 -5%
WF
873
WoodTrust Financial
Wisconsin
$24.9M -$491K -1,652 -2%
PAM
874
Palisade Asset Management
Minnesota
$24.7M -$250K -839 -1%
BCM
875
BTC Capital Management
Iowa
$24.7M +$1.18M +3,952 +5%

JPM Hedge Fund Activity: Q3 2025 in Review

4,754 of the 7,624 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 1,943 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.

  • 4,754 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.
  • 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.