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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
BONH
1576
Bank of New Hampshire
New Hampshire
$8.69M -$23.2K -78 -0.3%
MIH
1577
Meitav Investment House
Israel
$8.69M -$6.58M -22,133 -45%
KA
1578
Kovack Advisors
Florida
$8.67M -$771K -2,591 -9%
KCP
1579
Kera Capital Partners
California
$8.63M +$1.77M +5,962 +28%
EW
1580
Evexia Wealth
Wisconsin
$8.62M -$1.22M -4,104 -13%
TCA
1581
Trifecta Capital Advisors
Illinois
$8.61M +$350K +1,177 +5%
FPF
1582
First Pacific Financial
Washington
$8.61M +$1.84M +6,181 +29%
MA
1583
Modus Advisors
Minnesota
$8.6M +$23.2K +78 +0.3%
DIA
1584
Dean Investment Associates
Ohio
$8.6M -$2.76M -9,284 -25%
BWM
1585
BNC Wealth Management
Oregon
$8.57M +$164K +552 +2%
KJHP
1586
K.J. Harrison & Partners
Ontario, Canada
$8.56M +$1.49M +5,000 +22%
DCM
1587
Delta Capital Management
New Jersey
$8.56M -$10.4K -35 -0.1%
APIM
1588
Agate Pass Investment Management
Washington
$8.56M -$56.2K -189 -0.7%
CI
1589
Cigna Investments
Connecticut
$8.55M -$70.8K -238 -0.9%
LA
1590
LVW Advisors
New York
$8.53M +$258K +869 +3%
EPW
1591
Evergreen Private Wealth
Colorado
$8.53M -$312K -1,050 -4%
SFGP
1592
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.52M +$17.3K +58 +0.2%
PFGIA
1593
Patriot Financial Group Insurance Agency
Massachusetts
$8.51M -$1.74M -5,860 -18%
SP
1594
Saranac Partners
$8.51M +$481K +1,617 +6%
MCWS
1595
McKinley Carter Wealth Services
West Virginia
$8.49M +$12.5K +42 +0.2%
SCM
1596
Sitrin Capital Management
California
$8.48M -$59.5K -200 -0.7%
PCA
1597
Peddock Capital Advisors
Massachusetts
$8.47M -$339K -1,141 -4%
CIAS
1598
Capital Investment Advisory Services
North Carolina
$8.46M +$26.8K +90 +0.3%
AWM
1599
Avaii Wealth Management
Wisconsin
$8.44M +$304K +1,021 +4%
IAMOG
1600
Investors Asset Management of Georgia
Georgia
$8.43M -$23.2K -78 -0.3%

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.