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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
AWP
1126
Ascent Wealth Partners
New York
$15.8M -$58.3K -196 -0.4%
M2MC
1127
Matthew 25 Management Corp
Pennsylvania
$15.8M -$595K -2,000 -4%
YIA
1128
YHB Investment Advisors
Connecticut
$15.8M +$86.8K +292 +0.6%
Temasek Holdings
1129
Temasek Holdings
Singapore
$15.7M
BAM
1130
Boyar Asset Management
New York
$15.7M -$290K -975 -2%
CWS
1131
Confluence Wealth Services
Pennsylvania
$15.7M +$42.2K +142 +0.3%
DS
1132
DRW Securities
Illinois
$15.6M +$4.46M +15,007 +44%
MWM
1133
Marietta Wealth Management
Georgia
$15.6M +$28K +94 +0.2%
CM
1134
Cercano Management
Washington
$15.6M -$13.3M -44,719 -48%
KLCM
1135
KG&L Capital Management
Louisiana
$15.6M -$366K -1,229 -2%
WSC
1136
Wellington Shields & Co
New York
$15.6M -$157K -527 -1%
FHA
1137
Flagship Harbor Advisors
Massachusetts
$15.6M +$56.5K +190 +0.4%
OPW
1138
Osprey Private Wealth
New York
$15.4M +$4.04M +13,580 +38%
IA
1139
IFP Advisors
Florida
$15.4M +$763K +2,565 +6%
BIM
1140
Baldwin Investment Management
Pennsylvania
$15.4M -$52.6K -177 -0.4%
BTI
1141
Blue Trust Inc
Georgia
$15.3M +$257K +865 +2%
PCG
1142
Prosperity Consulting Group
Maryland
$15.3M +$491K +1,652 +4%
SAM
1143
Smartleaf Asset Management
Massachusetts
$15.3M +$3.25M +10,939 +29%
SFO
1144
Stokes Family Office
Louisiana
$15.3M +$200K +674 +1%
EFG
1145
Embree Financial Group
Illinois
$15.3M +$112K +378 +0.8%
SCP
1146
Shorepoint Capital Partners
Massachusetts
$15.3M +$14.4M +48,348 New
ACM
1147
Adalta Capital Management
New York
$15.2M
TCM
1148
Twin Capital Management
Pennsylvania
$15.2M -$3.49M -11,744 -20%
SFP
1149
Shepherd Financial Partners
Massachusetts
$15.2M +$6.84K +23 +0%
GIC
1150
Generali Investments CEE
Czech Republic
$15.2M -$324K -1,089 -2%

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.