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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
CWM
1251
Chronos Wealth Management
Florida
$12.8M -$169K -568 -1%
CNBTD
1252
Citizens National Bank Trust Department
Mississippi
$12.8M -$71.4K -240 -0.6%
IWA
1253
Icon Wealth Advisors
Texas
$12.7M -$573K -1,925 -5%
WIA
1254
Wetzel Investment Advisors
Indiana
$12.7M -$1.14M -3,846 -9%
LFG
1255
Larson Financial Group
Missouri
$12.7M +$810K +2,722 +7%
IIM
1256
Intact Investment Management
Quebec, Canada
$12.7M -$59.5K -200 -0.5%
LIM
1257
Lathrop Investment Management
Arkansas
$12.7M +$515K +1,730 +5%
CIC
1258
Chilton Investment Company
Connecticut
$12.6M +$5.28M +17,739 +79%
NS
1259
NBC Securities
Alabama
$12.6M -$79.4K -267 -0.7%
AWM
1260
Arista Wealth Management
Nevada
$12.6M +$228K +766 +2%
EFMC
1261
Empire Financial Management Company
New York
$12.6M +$38.7K +130 +0.3%
RAM
1262
Redmond Asset Management
Virginia
$12.6M -$336K -1,129 -3%
BFG
1263
Beacon Financial Group
Texas
$12.6M -$247K -831 -2%
WKWM
1264
Walter & Keenan Wealth Management
Indiana
$12.6M -$981K -3,300 -8%
PFBT
1265
Parkside Financial Bank & Trust
Missouri
$12.6M +$186K +627 +2%
BP
1266
Broadleaf Partners
Ohio
$12.5M +$4.09M +13,765 +53%
FWP
1267
FAS Wealth Partners
Kansas
$12.5M +$195K +656 +2%
CC
1268
Constitution Capital
Connecticut
$12.5M -$267K -898 -2%
CAG
1269
Csenge Advisory Group
Florida
$12.5M -$241K -810 -2%
AMM
1270
American Money Management
California
$12.5M -$36K -121 -0.3%
MFS
1271
Mirabella Financial Services
United Kingdom
$12.5M +$6.59M +22,164 +127%
WWM
1272
Western Wealth Management
Colorado
$12.5M +$279K +937 +2%
AG
1273
Advocate Group
Minnesota
$12.4M -$313K -1,053 -3%
CA
1274
Claro Advisors
Massachusetts
$12.4M +$152K +512 +1%
GWMIA
1275
Global Wealth Management Investment Advisory
Florida
$12.4M -$788K -2,650 -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.