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JPMorgan Chase

4,755 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, 1,944 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: 4,7434,755 (+12)

8% less repeat investments, than reductions

Existing positions increased: 1,944 | 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
4,755
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
1,944
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
BHWM
876
Bar Harbor Wealth Management
New Hampshire
$24.7M -$430K -1,447 -2%
NSAM
877
North Star Asset Management
Wisconsin
$24.7M +$340K +1,143 +1%
CWM
878
Calamos Wealth Management
Illinois
$24.6M +$772K +2,595 +3%
DR
879
Davis Rea
Ontario, Canada
$24.6M -$2.3M -7,725 -9%
WIC
880
Willis Investment Counsel
Georgia
$24.6M +$2.69M +9,059 +13%
WCM
881
Whitener Capital Management
North Carolina
$24.6M -$118K -397 -0.5%
AFCM
882
Applied Finance Capital Management
Puerto Rico
$24.6M -$5.41M -18,192 -19%
TFS
883
Thoroughbred Financial Services
Tennessee
$24.4M +$224K +753 +1%
SW
884
SteelPeak Wealth
California
$24.4M +$3.47M +11,682 +18%
LCM
885
Logan Capital Management
Pennsylvania
$24.4M -$517K -1,740 -2%
SW
886
SlateStone Wealth
Florida
$24.4M -$117K -394 -0.5%
JC
887
JB Capital
Connecticut
$24.3M +$682K +2,294 +3%
ELC
888
Edgar Lomax Company
Virginia
$24.2M -$6.65M -22,345 -23%
GIM
889
Generate Investment Management
New Zealand
$24.1M -$2.23M -7,487 -9%
MAS
890
Meeder Advisory Services
Ohio
$24.1M +$914K +3,073 +4%
CIA
891
CCM Investment Advisers
South Carolina
$24M +$365K +1,228 +2%
NO
892
Ninety One
South Africa
$24M +$11M +37,021 +94%
GWMR
893
GC Wealth Management RIA
Massachusetts
$23.9M +$8.3M +27,913 +58%
SWP
894
Sagespring Wealth Partners
Tennessee
$23.9M +$551K +1,852 +3%
VA
895
VestGen Advisors
Illinois
$23.9M +$3.53M +11,856 +19%
NAAA
896
New Age Alpha Advisors
New York
$23.9M -$658K -2,213 -3%
JAG
897
Journey Advisory Group
Kentucky
$23.9M +$238K +800 +1%
EWM
898
Empirical Wealth Management
Washington
$23.9M +$2.17M +7,281 +11%
CFO
899
Callan Family Office
Pennsylvania
$23.8M -$626K -2,105 -3%
RC
900
RBO & Co
California
$23.8M -$250K -840 -1%

JPM Hedge Fund Activity: Q3 2025 in Review

4,755 of the 7,625 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 1,944 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.

  • 4,755 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,743 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.