We are live on ! Find out more
JPM icon

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
SPG
1276
Strategic Planning Group
Utah
$12.4M +$2.43M +8,170 +26%
LT
1277
Legacy Trust
Michigan
$12.3M +$875K +2,942 +8%
GCA
1278
Greenwood Capital Associates
South Carolina
$12.3M -$594K -1,998 -5%
WCA
1279
Waratah Capital Advisors
Ontario, Canada
$12.3M +$747K +2,512 +7%
BCCM
1280
Bridge Creek Capital Management
Massachusetts
$12.3M -$580K -1,949 -5%
BCPWM
1281
Bradley & Co Private Wealth Management
Florida
$12.3M -$120K -402 -1%
VFM
1282
Viking Fund Management
North Dakota
$12.3M -$892K -3,000 -7%
AWA
1283
Arete Wealth Advisors
Illinois
$12.3M +$655K +2,201 +6%
TIP
1284
Torray Investment Partners
Maryland
$12.3M -$4.33M -14,545 -27%
FC
1285
Fusion Capital
South Carolina
$12.2M -$191K -642 -2%
SA
1286
Strategic Advisors
New York
$12.2M +$126K +425 +1%
LSWM
1287
Lorne Steinberg Wealth Management
Canada
$12.2M +$38.7K +130 +0.3%
VST
1288
Van Strum & Towne
California
$12.2M -$266K -893 -2%
RFMS
1289
RWQ Financial Management Services
Florida
$12.2M -$5.23M -17,590 -31%
BPWM
1290
BCS Private Wealth Management
New Jersey
$12.2M -$92.2K -310 -0.8%
RSWM
1291
Robertson Stephens Wealth Management
California
$12.2M +$393K +1,321 +4%
HI
1292
Harbour Investments
Wisconsin
$12.2M +$184K +618 +2%
HWAM
1293
Hennion & Walsh Asset Management
New Jersey
$12.1M +$792K +2,662 +7%
WAS
1294
WESPAC Advisors SoCal
California
$12.1M -$365K -1,226 -3%
SNB
1295
Security National Bank
Nebraska
$12.1M +$301K +1,012 +3%
SP
1296
Stablepoint Partners
Massachusetts
$12.1M -$214K -719 -2%
ACM
1297
Alpha Capital Management
Texas
$12.1M -$321K -1,079 -3%
OSNBOA
1298
Old Second National Bank of Aurora
Illinois
$12.1M -$368K -1,239 -3%
AAMA
1299
Advanced Asset Management Advisors
Ohio
$12.1M +$20.8K +70 +0.2%
FFG
1300
Frisch Financial Group
New York
$12.1M +$34.2K +115 +0.3%

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.