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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
CCAM
1376
Codex Capital Asset Management
Texas
$10.8M +$1.86M +6,250 +22%
AC
1377
Arrow Capital
Australia
$10.7M -$583K -1,959 -8%
PTC
1378
Philadelphia Trust Company
Pennsylvania
$10.7M -$142K -479 -1%
NF
1379
Nikulski Financial
Iowa
$10.7M +$45.8K +154 +0.5%
WBC
1380
West Branch Capital
Massachusetts
$10.7M -$9.22K -31 -0.1%
CICC
1381
Capital Investment Counsel (Colorado)
Colorado
$10.7M -$674K -2,266 -6%
IAS
1382
Insigneo Advisory Services
Florida
$10.7M -$67.5K -227 -0.7%
NHT
1383
New Hampshire Trust
New Hampshire
$10.6M +$41.6K +140 +0.4%
GCM
1384
Genus Capital Management
British Columbia, Canada
$10.6M -$5.77M -19,396 -37%
CWA
1385
Clarity Wealth Advisors
California
$10.6M -$21.7K -73 -0.2%
AWA
1386
Aaron Wealth Advisors
Illinois
$10.6M +$3.55M +11,942 +55%
BBWA
1387
Bell & Brown Wealth Advisors
California
$10.6M -$132K -445 -1%
RCAG
1388
Rehmann Capital Advisory Group
Michigan
$10.6M +$25.6K +86 +0.3%
OWP
1389
Obermeyer Wealth Partners
Colorado
$10.5M -$246K -826 -2%
PAM
1390
Pegasus Asset Management
New York
$10.5M +$94.3K +317 +1%
GAG
1391
GM Advisory Group
New York
$10.5M +$146K +491 +1%
SHA
1392
Seneca House Advisors
Virginia
$10.5M -$707K -2,378 -7%
1M
1393
1248 Management
Missouri
$10.5M -$3.24M -10,909 -25%
SP
1394
Stonebrook Private
Michigan
$10.5M +$103K +346 +1%
MNBTD
1395
Moody National Bank Trust Division
Texas
$10.5M +$60.7K +204 +0.6%
KIM
1396
Kestra Investment Management
Texas
$10.4M -$10.2M -34,268 -51%
CAAS
1397
Capital Asset Advisory Services
Michigan
$10.4M +$151K +507 +2%
KFBMI
1398
Kentucky Farm Bureau Mutual Insurance
Kentucky
$10.4M
EA
1399
Everpar Advisors
Oklahoma
$10.4M +$36K +121 +0.4%
AOWM
1400
Alpha Omega Wealth Management
Virginia
$10.4M -$688K -2,312 -7%

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.