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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
FA
1001
Fagan Associates
New York
$19.6M +$81.8K +275 +0.4%
BWP
1002
Burling Wealth Partners
Illinois
$19.6M -$232K -779 -1%
WPI
1003
Walter Public Investments
Canada
$19.5M +$11.1M +37,368 +152%
ERIC
1004
Eagle Rock Investment Company
Georgia
$19.5M -$53.2K -179 -0.3%
SB
1005
Simmons Bank
Arkansas
$19.5M +$107K +361 +0.6%
PAI
1006
Pittenger & Anderson Inc
Nebraska
$19.5M +$1.31M +4,409 +8%
HVIA
1007
Hudson Valley Investment Advisors
New York
$19.4M -$600K -2,016 -3%
SBF
1008
Sara-Bay Financial
Florida
$19.4M -$157K -528 -0.9%
CCM
1009
Carmel Capital Management
California
$19.4M +$31.2K +105 +0.2%
NCM
1010
Northside Capital Management
Oregon
$19.4M +$59.5K +200 +0.3%
CWG
1011
Cornerstone Wealth Group
North Carolina
$19.3M -$92.5K -311 -0.5%
Alyeska Investment Group
1012
Alyeska Investment Group
Illinois
$19.3M -$379M -1,273,554 -95%
MCM
1013
Mitchell Capital Management
Kansas
$19.2M +$730K +2,455 +4%
FNB
1014
Farmers National Bank
Kentucky
$19.1M -$274K -920 -1%
VI
1015
Vestcor Inc
New Brunswick, Canada
$19M -$754K -2,534 -4%
SCM
1016
Schnieders Capital Management
California
$19M -$176K -592 -1%
LTI
1017
Laffer Tengler Investments
Tennessee
$18.9M +$2.29M +7,704 +15%
CNB
1018
Camden National Bank
Maine
$18.9M -$495K -1,664 -3%
AAM
1019
AR Asset Management
California
$18.9M
MWA
1020
Meridian Wealth Advisors
Texas
$18.8M +$572K +1,924 +3%
GAB
1021
German American Bancorp
Indiana
$18.8M -$3.9M -13,104 -18%
ZIG
1022
Zuckerman Investment Group
Illinois
$18.8M -$730K -2,456 -4%
VIP
1023
Vantage Investment Partners
Missouri
$18.8M -$288K -968 -2%
CPCM
1024
Cardinal Point Capital Management
Ontario, Canada
$18.8M -$447K -1,504 -2%
CPC
1025
Consolidated Planning Corp
Georgia
$18.7M +$248K +834 +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.