We are live on ! Find out more
JPM icon

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
LWANC
1051
Laurel Wealth Advisors (North Carolina)
North Carolina
$18M -$289K -973 -2%
HFS
1052
Haverford Financial Services
Pennsylvania
$18M -$2.72M -9,157 -14%
III
1053
Independent Investors Inc
New York
$17.9M -$40.2K -135 -0.2%
NLGIA
1054
Nippon Life Global Investors Americas
New York
$17.9M -$38.4M -129,270 -70%
SPC
1055
Sigma Planning Corp
Michigan
$17.9M -$2.89M -9,718 -15%
NFG
1056
Nations Financial Group
Iowa
$17.9M +$667K +2,241 +4%
SC
1057
Stolper & Co
Oklahoma
$17.7M -$257K -863 -2%
FNA
1058
First National Advisers
Nebraska
$17.7M -$1.04M -3,499 -6%
RCM
1059
Radnor Capital Management
Pennsylvania
$17.7M +$272K +915 +2%
VM
1060
Venator Management
Pennsylvania
$17.7M -$158K -530 -0.9%
NM
1061
NWI Management
New York
$17.7M
WAP
1062
Wealthcare Advisory Partners
Pennsylvania
$17.7M +$151K +507 +0.9%
BPC
1063
Banque Pictet & Cie
Switzerland
$17.7M +$1.01M +3,401 +6%
PA
1064
Perennial Advisors
New York
$17.6M -$22.6K -76 -0.1%
MYIA
1065
Mount Yale Investment Advisors
Colorado
$17.6M +$5.97M +20,063 +56%
MFG
1066
Magnus Financial Group
New York
$17.6M +$148K +499 +0.9%
LCM
1067
LVM Capital Management
Michigan
$17.6M +$118K +398 +0.7%
VWA
1068
Visionary Wealth Advisors
Illinois
$17.6M -$11.3K -38 -0.1%
GFG
1069
Greystone Financial Group
Michigan
$17.6M -$1.22M -4,098 -7%
JPWM
1070
Jamison Private Wealth Management
Georgia
$17.6M +$339K +1,139 +2%
CFA
1071
Capstone Financial Advisors
Illinois
$17.5M +$124K +418 +0.8%
ANBT
1072
American National Bank & Trust
Texas
$17.5M +$263K +883 +2%
GH
1073
GAM Holding
Switzerland
$17.5M +$195K +654 +1%
VHAM
1074
Van Hulzen Asset Management
California
$17.4M +$2.49M +8,363 +18%
BEAM
1075
Baker Ellis Asset Management
Washington
$17.3M +$846K +2,843 +5%

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.