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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
BPC
1176
Bearing Point Capital
Minnesota
$14.4M -$139K -467 -1%
TCBWMS
1177
Texas Capital Bank Wealth Management Services
Texas
$14.4M +$1.39M +4,657 +11%
SAM
1178
Smithbridge Asset Management
Pennsylvania
$14.4M -$192K -645 -1%
IIM
1179
Ipswich Investment Management
Massachusetts
$14.4M -$10.7K -36 -0.1%
FC
1180
Fulcrum Capital
Washington
$14.3M -$434K -1,458 -3%
FB
1181
Fulton Bank
Pennsylvania
$14.3M -$306K -1,029 -2%
RIA
1182
RPG Investment Advisory
California
$14.3M -$64.5K -217 -0.5%
AIM
1183
Access Investment Management
Georgia
$14.3M -$1.49M -5,000 -10%
BMWM
1184
Brown Miller Wealth Management
Virginia
$14.3M +$88.9K +299 +0.7%
AA
1185
Apriem Advisors
California
$14.3M +$181K +609 +1%
LSA
1186
L & S Advisors
California
$14.3M -$407K -1,369 -3%
NEAM
1187
New England Asset Management
Connecticut
$14.3M
CBA
1188
Coastal Bridge Advisors
Connecticut
$14.2M -$342K -1,151 -2%
IFG
1189
Independent Financial Group
California
$14.2M +$152K +512 +1%
WCA
1190
Westover Capital Advisors
Delaware
$14.2M -$109K -365 -0.8%
SC
1191
Schulhoff & Co
Ohio
$14.2M -$40.4K -136 -0.3%
WPC
1192
Wedmont Private Capital
Pennsylvania
$14.2M +$616K +2,070 +5%
ACG
1193
Allen Capital Group
Nebraska
$14.2M +$588K +1,978 +5%
FMTC
1194
Farmers & Merchants Trust Company
California
$14.2M -$719K -2,418 -5%
1GI
1195
180 GPS Investments
$14.1M +$13.3M +44,737 New
BA
1196
Ballast Advisors
Minnesota
$14.1M -$206K -691 -2%
PMWMG
1197
Parr McKnight Wealth Management Group
Minnesota
$14M -$81.2K -273 -0.6%
MAM
1198
Mirabaud Asset Management
United Kingdom
$14M
KCPG
1199
Kavar Capital Partners Group
Kansas
$14M +$50K +168 +0.4%
TWM
1200
Trueblood Wealth Management
Ohio
$14M -$135K -454 -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.