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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
SB
1426
Strategic Blueprint
Georgia
$10M +$932K +3,133 +11%
WPIC
1427
White Pine Investment Company
Michigan
$10M -$229K -770 -2%
CAS
1428
Coppell Advisory Solutions
Texas
$10M -$1.34M -4,520 -12%
FIB
1429
First Interstate Bank
Montana
$9.99M -$175K -588 -2%
ADL
1430
Asset Dedication LLC
California
$9.98M -$889K -2,989 -9%
FBFS
1431
First Business Financial Services
Wisconsin
$9.96M -$704K -2,367 -7%
AFP
1432
Ausdal Financial Partners
Iowa
$9.94M +$2.25M +7,554 +32%
NW
1433
Naviter Wealth
Arkansas
$9.93M +$455K +1,529 +5%
CST
1434
Charles Schwab Trust
Nevada
$9.92M +$1.27M +4,263 +16%
WP
1435
WealthShield Partners
North Carolina
$9.91M -$23.5K -79 -0.3%
DWM
1436
Diversify Wealth Management
Utah
$9.91M +$350K +1,177 +4%
BFC
1437
Bedel Financial Consulting
Indiana
$9.9M +$119K +399 +1%
CCA
1438
Cooper Capital Advisors
California
$9.87M +$232K +780 +3%
PAM
1439
Paradigm Asset Management
New York
$9.87M
GSEP
1440
Golden State Equity Partners
California
$9.84M -$325K -1,094 -3%
MA
1441
MSA Advisors
California
$9.84M
EGA
1442
E&G Advisors
Texas
$9.81M +$46.7K +157 +0.5%
FMB
1443
Field & Main Bank
Kentucky
$9.81M -$106K -357 -1%
RA
1444
Ransom Advisory
Rhode Island
$9.8M -$263K -885 -3%
UWM
1445
Udine Wealth Management
Florida
$9.8M +$95.8K +322 +1%
HWMO
1446
Heritage Wealth Management (Ohio)
Ohio
$9.8M -$202K -679 -2%
SSW
1447
Stone Summit Wealth
Florida
$9.78M +$172K +579 +2%
HI
1448
Hoey Investments
Pennsylvania
$9.78M +$200K +671 +2%
ICP
1449
Ironvine Capital Partners
Nebraska
$9.77M
MP
1450
McDonald Partners
Ohio
$9.76M -$2M -6,718 -18%

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.