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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
BWL
1351
Bogart Wealth LLC
Virginia
$11.1M +$62.2K +209 +0.6%
Koshinski Asset Management
1352
Koshinski Asset Management
Illinois
$11.1M +$426K +1,434 +4%
SAI
1353
Savvy Advisors Inc
New York
$11M +$1.1M +3,689 +12%
BB
1354
Berkshire Bank
Massachusetts
$11M -$488K -1,640 -4%
AAM
1355
Augustine Asset Management
Florida
$11M -$58.3K -196 -0.6%
SCP
1356
Sandhill Capital Partners
New York
$11M -$176K -593 -2%
JF
1357
Jump Financial
Illinois
$11M +$8.87M +29,821 +586%
EM
1358
Excalibur Management
Massachusetts
$11M -$102K -343 -1%
SFI
1359
SPC Financial Inc
Maryland
$11M -$69.3K -233 -0.7%
BL
1360
BCWM LLC
Kansas
$11M -$2.09M -7,040 -17%
SW
1361
Simplicity Wealth
New Jersey
$10.9M -$5.32M -17,887 -34%
BRM
1362
Boston Research & Management
Massachusetts
$10.9M -$165K -554 -2%
AF
1363
Advisornet Financial
Minnesota
$10.9M +$2.09M +7,042 +26%
TPA
1364
Trivium Point Advisory
Connecticut
$10.9M -$1.17M -3,932 -10%
HCM
1365
Hodges Capital Management
Texas
$10.8M -$543K -1,826 -5%
BA
1366
Bristlecone Advisors
Washington
$10.8M -$228K -766 -2%
CAM
1367
Columbia Asset Management
Michigan
$10.8M -$71.1K -239 -0.7%
GM
1368
GeoWealth Management
Illinois
$10.8M +$2.2M +7,398 +27%
CWP
1369
CFM Wealth Partners
Texas
$10.8M +$375K +1,261 +4%
RWM
1370
Rockline Wealth Management
New York
$10.8M +$75.8K +255 +0.7%
LFA
1371
Legacy Financial Advisors
Kentucky
$10.8M -$13.4K -45 -0.1%
EWA
1372
EverSource Wealth Advisors
Alabama
$10.8M +$158K +532 +2%
ST
1373
Somerset Trust
Pennsylvania
$10.8M -$126K -424 -1%
FCMT
1374
Founders Capital Management (Texas)
Texas
$10.8M -$45.2K -152 -0.4%
NP
1375
Nilsine Partners
Colorado
$10.8M +$547K +1,839 +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.