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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
BFS
1201
Bard Financial Services
Connecticut
$13.9M -$178K -600 -1%
NCM
1202
Nelson Capital Management
California
$13.9M +$667K +2,243 +5%
SAG
1203
SageView Advisory Group
California
$13.9M -$523K -1,760 -4%
KWA
1204
Kingswood Wealth Advisors
California
$13.9M +$4.15M +13,952 +47%
LIP
1205
Liontrust Investment Partners
United Kingdom
$13.9M +$13.1M +43,922 New
SCM
1206
Shelton Capital Management
Colorado
$13.8M +$1.4M +4,704 +12%
CHC
1207
City Holding Co
West Virginia
$13.8M +$359K +1,207 +3%
IB
1208
Intrust Bank
Kansas
$13.8M +$98.7K +332 +0.8%
PAMG
1209
Patton Albertson Miller Group
Tennessee
$13.8M -$326K -1,097 -2%
ERWM
1210
Elk River Wealth Management
Colorado
$13.8M -$51.8K -174 -0.4%
SC
1211
Syon Capital
California
$13.7M +$1.47M +4,944 +13%
JCM
1212
Jacobi Capital Management
Pennsylvania
$13.7M -$243K -818 -2%
RFA
1213
Rollins Financial Advisors
New York
$13.7M -$151K -508 -1%
PI
1214
Pettee Investors
Connecticut
$13.7M -$659K -2,215 -5%
PL
1215
Parthenon LLC
Kentucky
$13.7M +$137K +462 +1%
PT
1216
Plimoth Trust
Massachusetts
$13.7M -$637K -2,142 -5%
TIM
1217
Thompson Investment Management
Wisconsin
$13.6M -$578K -1,942 -4%
BSB
1218
Bangor Savings Bank
Maine
$13.6M -$176K -592 -1%
XF
1219
XML Financial
Maryland
$13.5M -$446K -1,500 -3%
CI
1220
CX Institutional
Indiana
$13.5M +$5.05M +16,994 +66%
PAG
1221
Private Advisory Group
Washington
$13.5M -$437K -1,470 -3%
XWM
1222
Xcel Wealth Management
Florida
$13.5M -$102K -343 -0.8%
SFG
1223
SevenBridge Financial Group
Pennsylvania
$13.5M -$552K -1,856 -4%
KA
1224
Kintegral Advisory
New York
$13.5M -$56.8K -191 -0.4%
BA
1225
Bridgewater Advisors
New York
$13.4M -$89.2K -300 -0.7%

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.