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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
FCT
1151
Family Capital Trust
Massachusetts
$15.1M -$580K -1,949 -4%
Artisan Partners
1152
Artisan Partners
Wisconsin
$15.1M +$14.2M +47,892 New
LIP
1153
Lighthouse Investment Partners
Florida
$15.1M +$2.08M +6,978 +17%
CIC
1154
Cutler Investment Counsel
Oregon
$15.1M -$60.1K -202 -0.4%
BAM
1155
Brave Asset Management
New Jersey
$15.1M +$37.2K +125 +0.3%
ACGA
1156
Atlanta Consulting Group Advisors
Georgia
$15M +$70.8K +238 +0.5%
PVI
1157
Pine Valley Investments
New Jersey
$15M -$866K -2,911 -6%
AAS
1158
Annex Advisory Services
Wisconsin
$14.9M -$1.86M -6,262 -12%
SCA
1159
Stokes Capital Advisors
South Carolina
$14.8M -$101K -341 -0.7%
CAC
1160
Core Alternative Capital
Georgia
$14.8M -$1.41M -4,735 -9%
CF
1161
Clarity Financial
Texas
$14.8M -$1.98M -6,667 -12%
BBL
1162
Beck Bode LLC
Massachusetts
$14.7M +$13.9M +46,617 New
PFA
1163
Pure Financial Advisors
California
$14.7M -$460K -1,547 -3%
JIP
1164
Jaffetilchin Investment Partners
Florida
$14.7M -$123K -413 -0.9%
CCC
1165
Cincinnati Casualty Company
Ohio
$14.7M
CSUI
1166
Cincinnati Specialty Underwriters Insurance
Ohio
$14.7M
BAM
1167
Belpointe Asset Management
Nevada
$14.7M -$574K -1,929 -4%
DSC
1168
Duncker Streett & Co
Missouri
$14.5M +$92.2K +310 +0.7%
AA
1169
Altrafin AG
$14.5M -$1.14M -3,825 -8%
CFSG
1170
Community Financial Services Group
Vermont
$14.5M -$276K -927 -2%
BFO
1171
Boston Family Office
Massachusetts
$14.5M -$74.1K -249 -0.5%
PTB
1172
Pioneer Trust Bank
Oregon
$14.5M -$272K -915 -2%
MAM
1173
Mystic Asset Management
Rhode Island
$14.4M -$60.4K -203 -0.4%
PAIM
1174
Punch & Associates Investment Management
Minnesota
$14.4M -$4.17M -14,017 -24%
CCM
1175
Canal Capital Management
Virginia
$14.4M -$5.35K -18 -0%

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.