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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
KCG
1076
Kinsale Capital Group
Virginia
$17.3M +$1.01M +3,392 +7%
MCM
1077
Mengis Capital Management
Oregon
$17.3M -$178K -599 -1%
HIA
1078
Harbor Investment Advisory
Maryland
$17.3M -$97K -326 -0.5%
CBOR
1079
Community Bank of Raymore
Missouri
$17.2M
CCS
1080
Concentric Capital Strategies
Connecticut
$17.1M +$13.3M +44,769 +475%
JFGIW
1081
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17M -$1.57M -5,290 -9%
LFM
1082
LGT Fund Management
Liechtenstein
$17M +$8.33K +28 +0.1%
LA
1083
Lynch & Associates
Indiana
$17M -$339K -1,139 -2%
MPM
1084
Meritage Portfolio Management
Kansas
$17M -$1.53M -5,129 -9%
VAS
1085
Vestmark Advisory Solutions
Massachusetts
$17M +$3.08M +10,341 +24%
FM
1086
Foster & Motley
Ohio
$17M -$644K -2,166 -4%
CCFCSB
1087
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M
VAS
1088
Valicenti Advisory Services
New York
$16.9M -$976K -3,283 -6%
SWA
1089
Stratos Wealth Advisors
Ohio
$16.8M +$471K +1,584 +3%
SMA
1090
Sage Mountain Advisors
Georgia
$16.8M +$739K +2,484 +5%
CM
1091
Castleark Management
Illinois
$16.8M +$5.85M +19,660 +58%
TFA
1092
Teamwork Financial Advisors
Texas
$16.8M -$7.15M -24,028 -31%
SIM
1093
Stratos Investment Management
Ohio
$16.8M -$83.9K -282 -0.5%
AWCI
1094
Alpine Woods Capital Investors
New York
$16.8M +$22.6K +76 +0.1%
ECM
1095
EagleClaw Capital Management
Massachusetts
$16.8M -$271K -912 -2%
CT
1096
Colonial Trust
South Carolina
$16.7M +$288K +968 +2%
CCP
1097
Clough Capital Partners
Massachusetts
$16.6M -$208K -700 -1%
PA
1098
PFG Advisors
Arizona
$16.6M +$873K +2,935 +6%
HIP
1099
Harrell Investment Partners
Texas
$16.6M -$783K -2,632 -5%
OL
1100
one8zero8 LLC
North Carolina
$16.6M +$194K +653 +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.