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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
CAM
1026
Cypress Asset Management
Texas
$18.7M -$160K -538 -0.9%
AMBIA
1027
Allen Mooney & Barnes Investment Advisors
Georgia
$18.7M -$6.01M -20,213 -25%
CCMINC
1028
Cardinal Capital Management Inc (North Carolina)
North Carolina
$18.7M -$194K -653 -1%
WIC
1029
WealthBridge Investment Counsel
Alberta, Canada
$18.6M -$178K -600 -1%
TW
1030
Trajan Wealth
Arizona
$18.6M +$2.35M +7,915 +15%
PIM
1031
Plato Investment Management
Australia
$18.6M +$264K +886 +2%
FBB
1032
Fulton Breakefield Broenniman
Maryland
$18.5M +$971K +3,265 +6%
BWM
1033
Buckley Wealth Management
Nevada
$18.4M -$150K -503 -0.9%
FRA
1034
Frank Rimerman Advisors
California
$18.3M +$30.3K +102 +0.2%
NSEDCP
1035
NJ State Employees Deferred Compensation Plan
New Jersey
$18.3M -$860K -2,890 -5%
FP
1036
FFG Partners
Florida
$18.3M +$16.8M +56,487 +3,607%
DAC
1037
Dividend Assets Capital
South Carolina
$18.3M +$136K +458 +0.8%
TCM
1038
Traynor Capital Management
Pennsylvania
$18.3M +$245K +824 +1%
CCB
1039
Country Club Bank
Missouri
$18.3M -$552K -1,856 -3%
ET
1040
Equitable Trust
Tennessee
$18.3M -$89.2K -300 -0.5%
SDIC
1041
South Dakota Investment Council
South Dakota
$18.3M -$1.6M -5,365 -8%
TRCT
1042
Tower Research Capital (TRC)
New York
$18.3M -$18.3M -61,673 -52%
MCP
1043
Mirador Capital Partners
California
$18.1M -$194K -651 -1%
SFO
1044
Stenger Family Office
Illinois
$18.1M +$1.88M +6,325 +12%
JIC
1045
Joel Isaacson & Co
New York
$18.1M +$1.03M +3,477 +6%
IPW
1046
Invictus Private Wealth
Colorado
$18.1M -$188K -632 -1%
SA
1047
SRH Advisors
Kansas
$18M
NLP
1048
Next Level Private
New York
$18M +$227K +764 +1%
HCA
1049
Harbor Capital Advisors
Illinois
$18M +$511K +1,719 +3%
HBT
1050
Hills Bank & Trust
Iowa
$18M -$214K -720 -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.