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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
GWM
926
Geneos Wealth Management
Colorado
$22.6M -$3.45M -11,609 -14%
VW
927
Vantage Wealth
California
$22.6M -$216K -725 -1%
AAM
928
Advisors Asset Management
Colorado
$22.5M +$589K +1,980 +3%
SWM
929
Stockman Wealth Management
Montana
$22.5M -$307K -1,031 -1%
AFG
930
Atomi Financial Group
New York
$22.4M +$1.4M +4,720 +7%
MIA
931
MainStreet Investment Advisors
Illinois
$22.3M -$2.08M -7,005 -9%
CB
932
Community Bank
New York
$22.3M -$464K -1,559 -2%
RCYC
933
Richard C. Young & Co
Rhode Island
$22.2M -$312K -1,048 -1%
DCA
934
DSG Capital Advisors
Minnesota
$22.2M +$493K +1,658 +2%
MWM
935
Mission Wealth Management
California
$22.1M -$5.72M -19,230 -21%
AIA
936
Allied Investment Advisors
Montana
$22.1M +$237K +796 +1%
GI
937
GLOBALT Investments
Georgia
$22.1M -$270K -907 -1%
CDDEC
938
Caisse Des Depots Et Consignations
France
$22.1M -$165K -555 -0.8%
WSCM
939
Wellington Shields Capital Management
New York
$22.1M +$498K +1,674 +2%
TF
940
Tompkins Financial
New York
$22M -$774K -2,601 -4%
HCM
941
Hollencrest Capital Management
California
$22M +$1.97M +6,630 +11%
NC
942
NewSquare Capital
Pennsylvania
$21.8M -$6.05M -20,338 -23%
VWM
943
Venturi Wealth Management
Texas
$21.8M +$451K +1,518 +2%
NGA
944
Naples Global Advisors
Florida
$21.7M +$586K +1,970 +3%
SFS
945
Sowell Financial Services
Arkansas
$21.7M -$1.66M -5,594 -8%
GG
946
Greenwood Gearhart
Arkansas
$21.6M +$145K +486 +0.7%
LWCFA
947
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.6M -$674K -2,266 -3%
WC
948
Woodstock Corp
Massachusetts
$21.5M -$183K -616 -0.9%
LWIC
949
Leith Wheeler Investment Counsel
British Columbia, Canada
$21.5M -$708K -2,381 -3%
HT
950
Heritage Trust
Oklahoma
$21.5M +$253K +849 +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.