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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
BWS
1101
Buck Wealth Strategies
Colorado
$16.6M +$92.5K +311 +0.6%
CB
1102
Cadence Bank
Mississippi
$16.6M -$352K -1,182 -2%
SIC
1103
Sigma Investment Counselors
Michigan
$16.6M -$47.3K -159 -0.3%
EAMA
1104
EFG Asset Management (Americas)
Florida
$16.5M -$1.05M -3,536 -6%
SWP
1105
Strategic Wealth Partners
Ohio
$16.5M -$2.95M -9,915 -16%
HH
1106
HWG Holdings
Texas
$16.5M +$799K +2,686 +5%
MC
1107
Miramar Capital
Illinois
$16.5M +$270K +909 +2%
SG
1108
StoneX Group
New York
$16.4M -$686K -2,305 -4%
LOPW
1109
Live Oak Private Wealth
North Carolina
$16.4M -$42.8K -144 -0.3%
WPP
1110
Whalerock Point Partners
Rhode Island
$16.3M +$15.2K +51 +0.1%
APP
1111
Avantax Planning Partners
Iowa
$16.3M -$250K -841 -2%
BHPW
1112
Beverly Hills Private Wealth
California
$16.1M -$791K -2,660 -5%
TCA
1113
Transcend Capital Advisors
New Jersey
$16M -$420K -1,411 -3%
PA
1114
Procyon Advisors
Connecticut
$16M -$1.79M -6,030 -11%
GC
1115
Giverny Capital
Quebec, Canada
$16M -$72.9K -245 -0.5%
PP
1116
PDS Planning
Ohio
$16M -$378K -1,271 -2%
CBTWT
1117
Community Bank & Trust (Waco, Texas)
Texas
$16M +$133K +448 +0.9%
CAL
1118
Capital Analysts LLC
Pennsylvania
$16M -$663K -2,228 -4%
PWS
1119
Peterson Wealth Services
Utah
$16M -$13.2M -44,491 -87%
HRC
1120
Hoertkorn Richard Charles
$15.9M -$552K -1,855 -4%
IPW
1121
Inlet Private Wealth
Florida
$15.9M +$7.73K +26 +0.1%
NSLI
1122
Nan Shan Life Insurance
Taiwan
$15.9M +$15M +50,424 New
CF
1123
Centaurus Financial
California
$15.9M +$349K +1,175 +2%
RWM
1124
Rench Wealth Management
Texas
$15.9M -$4.76K -16 -0%
WFMPM
1125
Woodley Farra Manion Portfolio Management
Indiana
$15.9M -$5.27M -17,704 -26%

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.