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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
TAM
1226
Townsend Asset Management
North Carolina
$13.4M -$210K -706 -2%
FWTB
1227
First Western Trust Bank
Colorado
$13.4M -$443K -1,488 -3%
PA
1228
Profund Advisors
Maryland
$13.4M +$685K +2,303 +6%
RFM
1229
Royal Fund Management
Florida
$13.3M -$2.12M -7,121 -14%
PPW
1230
Parcion Private Wealth
Washington
$13.3M +$322K +1,082 +3%
CCM
1231
Coerente Capital Management
Ontario, Canada
$13.3M -$373K -1,255 -3%
NA
1232
Nordwand Advisors
Pennsylvania
$13.3M +$1.27M +4,263 +11%
APSI
1233
Asset Planning Services Inc
Louisiana
$13.3M +$44.6K +150 +0.4%
IP
1234
Interval Partners
New York
$13.2M -$13.1M -44,046 -51%
AIM
1235
Anchor Investment Management
South Carolina
$13.1M +$375K +1,262 +3%
HCA
1236
Harbour Capital Advisors
Virginia
$13.1M -$1.31M -4,400 -9%
SAW
1237
Signal Advisors Wealth
Michigan
$13.1M +$3.12M +10,476 +34%
UAM
1238
Unison Asset Management
Florida
$13.1M
OFG
1239
Oxford Financial Group
Indiana
$13M +$365K +1,227 +3%
MPIM
1240
McGinn Penninger Investment Management
Virginia
$13M -$65.4K -220 -0.5%
PCA
1241
Providence Capital Advisors
North Carolina
$13M +$231K +776 +2%
BCM
1242
Barometer Capital Management
Ontario, Canada
$13M -$631K -2,122 -5%
RC
1243
RBF Capital
California
$12.9M
TL
1244
Tradewinds LLC
North Carolina
$12.9M +$12.2M +40,995 New
CWM
1245
Compass Wealth Management
Connecticut
$12.9M -$354K -1,190 -3%
CIM
1246
Contravisory Investment Management
Massachusetts
$12.9M -$593K -1,994 -5%
GHA
1247
GW Henssler & Associates
Georgia
$12.9M -$93.1K -313 -0.8%
FNT
1248
First Nebraska Trust
Nebraska
$12.9M +$71.4K +240 +0.6%
VA
1249
Valmark Advisers
Ohio
$12.9M +$62.5K +210 +0.5%
PWMAG
1250
Pinnacle Wealth Management Advisory Group
New Jersey
$12.8M -$78.8K -265 -0.6%

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.