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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
AF
1301
Apexium Financial
Texas
$12.1M +$115K +385 +1%
LSA
1302
Leonteq Securities AG
Switzerland
$12M -$2.02M -6,786 -15%
MBTD
1303
Mechanics Bank - Trust Department
California
$12M -$337K -1,132 -3%
CIC
1304
Concord Investment Counsel
California
$12M +$11.3M +37,922 New
FAM
1305
Fulcrum Asset Management
United Kingdom
$12M -$313K -1,053 -3%
CWM
1306
Chemistry Wealth Management
New York
$11.9M +$50.3K +169 +0.4%
CT
1307
Chicago Trust
Illinois
$11.9M -$702K -2,361 -6%
PTC
1308
Private Trust Company
Ohio
$11.9M -$1.34M -4,502 -11%
OCAM
1309
Onex Canada Asset Management
Ontario, Canada
$11.9M -$1.07M -3,586 -9%
GLLW
1310
Graves Light Lenhart Wealth
Virginia
$11.9M -$298K -1,002 -3%
WTFG
1311
Wells Trecaso Financial Group
Ohio
$11.9M -$7.88M -26,506 -41%
EARNEST Partners
1312
EARNEST Partners
Georgia
$11.8M -$613K -2,060 -5%
DIP
1313
DT Investment Partners
Pennsylvania
$11.8M -$124K -417 -1%
UF
1314
Univest Financial
Pennsylvania
$11.8M -$232K -781 -2%
IA
1315
IFG Advisory
Georgia
$11.8M +$2.23M +7,484 +25%
AG
1316
AlTi Global
New York
$11.8M +$308K +1,037 +3%
AT
1317
American Trust
Kentucky
$11.8M +$22.3K +75 +0.2%
EW
1318
Evoke Wealth
California
$11.8M +$1.12M +3,750 +11%
BWAM
1319
Boyd Watterson Asset Management
Ohio
$11.7M -$227K -762 -2%
CGIM
1320
Capital Group Investment Management
Singapore
$11.7M +$21.4K +72 +0.2%
TE
1321
Tema ETFs
New York
$11.6M +$10.3M +34,736 +1,599%
DLCIG
1322
D.L. Carlson Investment Group
New Hampshire
$11.6M +$386K +1,297 +4%
QIM
1323
Quest Investment Management
Oregon
$11.6M -$1.24M -4,167 -10%
SAI
1324
Systematic Alpha Investments
New Jersey
$11.6M
CT
1325
Clearstead Trust
Maine
$11.6M +$377K +1,267 +4%

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.