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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
HFM
1526
Hartford Financial Management
Connecticut
$9.09M +$153K +513 +2%
MIP
1527
Marietta Investment Partners
Wisconsin
$9.08M -$286K -962 -3%
CNFG
1528
Creegan & Nassoura Financial Group
New Hampshire
$9.07M -$443K -1,491 -5%
PTP
1529
Platform Technology Partners
New York
$9.07M +$151K +508 +2%
NB
1530
Northwest Bancshares
Pennsylvania
$9.07M -$411K -1,383 -5%
AWM
1531
Angeles Wealth Management
California
$9.07M +$3.24M +10,893 +61%
IAIM
1532
International Assets Investment Management
Florida
$9.05M -$461M -1,548,996 -98%
EFG
1533
Everhart Financial Group
Ohio
$9.05M +$353K +1,188 +4%
PGWM
1534
Parisi Gray Wealth Management
New Jersey
$9.05M +$20.2K +68 +0.2%
HNW
1535
High Note Wealth
Minnesota
$9.04M +$182K +611 +2%
DFCM
1536
Dark Forest Capital Management
Puerto Rico
$9.04M +$8.52M +28,657 New
DWM
1537
Dynasty Wealth Management
Florida
$9.04M +$8.52M +28,657 New
LFA
1538
Lauterbach Financial Advisors
Texas
$9.03M +$4.46K +15 +0.1%
KA
1539
Klingman & Associates
New York
$9.02M +$2.36M +7,939 +38%
MSAM
1540
Moloney Securities Asset Management
Missouri
$9.01M +$880K +2,958 +12%
DW30
1541
Drucker Wealth 3.0
New Jersey
$9M -$677K -2,277 -7%
MIM
1542
MTM Investment Management
South Carolina
$8.99M -$55.6K -187 -0.7%
TPM
1543
Triasima Portfolio Management
Quebec, Canada
$8.99M +$398K +1,338 +5%
MBT
1544
Montecito Bank & Trust
California
$8.99M +$8.47M +28,486 New
CFCI
1545
Comprehensive Financial Consultants Institutional
Indiana
$8.98M -$279K -937 -3%
MCM
1546
MV Capital Management
Maryland
$8.96M +$83.3K +280 +1%
CPW
1547
Cove Private Wealth
New York
$8.96M +$23.8K +80 +0.3%
SBFM
1548
S-Bank Fund Management
Finland
$8.96M -$465K -1,564 -5%
MWAM
1549
Manhattan West Asset Management
California
$8.94M +$66K +222 +0.8%
PJSIMP
1550
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.94M -$1.46M -4,912 -15%

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.