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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
UAS
901
United Asset Strategies
New York
$23.8M -$170K -571 -0.8%
FPAS
902
Focus Partners Advisor Solutions
Missouri
$23.8M +$2.8M +9,409 +14%
DF
903
DNCA Finance
France
$23.7M -$2.54M -8,548 -10%
NP
904
NorthRock Partners
Minnesota
$23.7M +$1.94M +6,519 +10%
CWM
905
Cabot Wealth Management
Massachusetts
$23.7M -$169K -568 -0.8%
JIR
906
James Investment Research
Ohio
$23.6M -$294K -990 -1%
LPT
907
Legacy Private Trust
Wisconsin
$23.5M +$2.88M +9,699 +15%
FFBTD
908
First Financial Bank - Trust Division
Ohio
$23.5M -$641K -2,156 -3%
WANY
909
Wealthspire Advisors (New York)
New York
$23.4M -$1.52M -5,098 -6%
ETC
910
Exchange Traded Concepts
Oklahoma
$23.4M +$5.58M +18,768 +34%
MGIA
911
Moneta Group Investment Advisors
Missouri
$23.3M +$264K +887 +1%
TCM
912
Tufton Capital Management
Maryland
$23.3M -$77.6K -261 -0.4%
Jacobs Levy Equity Management
913
Jacobs Levy Equity Management
New Jersey
$23.3M +$7.37M +24,784 +50%
CWM
914
Circle Wealth Management
New Jersey
$23.3M +$226K +761 +1%
KRSITF
915
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$23.1M -$2.93M -9,867 -12%
SWM
916
Spire Wealth Management
Virginia
$23M +$1.94M +6,528 +10%
HH
917
Hilltop Holdings
Texas
$23M -$714K -2,400 -3%
MC
918
Middleton & Co
Massachusetts
$22.9M -$1.12M -3,751 -5%
CK
919
Cohen Klingenstein
New York
$22.9M
PNAA
920
Pictet North America Advisors
Switzerland
$22.9M -$126K -425 -0.6%
CCG
921
Cypress Capital Group
Florida
$22.9M -$47K -158 -0.2%
FFP
922
FourThought Financial Partners
Florida
$22.9M -$529K -1,778 -2%
CIS
923
Connors Investor Services
Pennsylvania
$22.8M +$1.12M +3,751 +5%
MK
924
MASTERINVEST Kapitalanlage
$22.7M -$657K -2,209 -3%
ECM
925
Everence Capital Management
Indiana
$22.6M

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.