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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
BWM
1326
BigSur Wealth Management
Florida
$11.5M -$629K -2,115 -5%
CWM
1327
Cordatus Wealth Management
Pennsylvania
$11.5M +$23.8K +80 +0.2%
CRI
1328
Commonwealth Retirement Investments
Virginia
$11.5M +$101K +340 +0.9%
DDC
1329
DF Dent & Co
Maryland
$11.5M +$439K +1,477 +4%
BOH
1330
Bank of Hawaii
Hawaii
$11.5M -$979K -3,292 -8%
TNBTD
1331
Trustmark National Bank Trust Department
Mississippi
$11.5M +$118K +398 +1%
RWB
1332
RMR Wealth Builders
New Jersey
$11.5M +$323K +1,086 +3%
WIM
1333
WealthPlan Investment Management
Nebraska
$11.4M -$440K -1,479 -4%
BFC
1334
Blue Fin Capital
Rhode Island
$11.4M -$66.9K -225 -0.6%
AWM
1335
Avior Wealth Management
Nebraska
$11.3M -$766K -2,577 -7%
SIG
1336
Sargent Investment Group
Maryland
$11.3M +$436K +1,466 +4%
WAS
1337
Wealth Advisory Solutions
Indiana
$11.3M -$234K -788 -2%
HCM
1338
Howland Capital Management
Massachusetts
$11.3M -$67.8K -228 -0.6%
JSW
1339
Journey Strategic Wealth
New Jersey
$11.3M +$28.8K +97 +0.3%
AWM
1340
Accurate Wealth Management
Florida
$11.2M +$755K +2,537 +7%
FNBOMD
1341
First National Bank of Mount Dora
Florida
$11.2M -$2.63M -8,848 -20%
QI
1342
Qtron Investments
Massachusetts
$11.2M -$112K -378 -1%
HW
1343
HORAN Wealth
Ohio
$11.2M +$1.38M +4,646 +15%
GFA
1344
Gifford Fong Associates
California
$11.1M
MA
1345
McBroom & Associates
Nevada
$11.1M -$247K -830 -2%
WAM
1346
Werlinich Asset Management
Connecticut
$11.1M
ALC
1347
Alexander Labrunerie & Co
Missouri
$11.1M +$145K +487 +1%
RCA
1348
Resonant Capital Advisors
Wisconsin
$11.1M -$36.6K -123 -0.3%
P
1349
Paradiem
Louisiana
$11.1M
HCM
1350
Hilton Capital Management
New York
$11.1M -$926K -3,112 -8%

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.