We are live on ! Find out more
JPM icon

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
CIG
1601
Consolidated Investment Group
Colorado
$8.42M
KIC
1602
Kensington Investment Counsel
California
$8.42M +$137K +462 +2%
SS
1603
Sunbelt Securities
Texas
$8.41M -$796K -2,676 -9%
FPB
1604
First PREMIER Bank
South Dakota
$8.41M -$51.2K -172 -0.6%
PWPS
1605
Pinnacle Wealth Planning Services
Ohio
$8.39M +$3.04M +10,228 +62%
AW
1606
Atlas Wealth
Ohio
$8.39M -$277K -931 -3%
SW
1607
SkyOak Wealth
Michigan
$8.39M -$307K -1,031 -4%
ST
1608
Smithfield Trust
Pennsylvania
$8.35M -$68.1K -229 -0.9%
LCM
1609
Liberty Capital Management
Michigan
$8.34M +$12.8K +43 +0.2%
CAM
1610
Covenant Asset Management
New Jersey
$8.34M +$3.57K +12 +0%
MCCA
1611
Mill Creek Capital Advisors
Pennsylvania
$8.28M +$60.1K +202 +0.8%
EHC
1612
Everett Harris & Co
California
$8.26M -$492K -1,654 -6%
SCP
1613
Stamos Capital Partners
California
$8.25M -$1.3M -4,356 -14%
LOIM
1614
Liberty One Investment Management
Illinois
$8.25M +$1.82M +6,136 +31%
MCM
1615
McRae Capital Management
New Jersey
$8.25M -$90.7K -305 -1%
MPA
1616
Marvin & Palmer Associates
Delaware
$8.24M +$2.63M +8,829 +50%
SPC
1617
Spirepoint Private Client
Florida
$8.24M +$2.17M +7,289 +39%
CAMV
1618
Concord Asset Management (Virginia)
Virginia
$8.22M -$918K -3,088 -11%
AIA
1619
AssuredPartners Investment Advisors
Florida
$8.22M +$43.1K +145 +0.6%
AF
1620
Arrow Financial
New York
$8.21M -$88K -296 -1%
ACM
1621
Alta Capital Management
Utah
$8.2M -$557K -1,873 -7%
SFS
1622
Strategic Financial Services
New York
$8.19M -$164K -551 -2%
A
1623
Argentarii
Ohio
$8.19M +$892 +3 +0%
BL
1624
BFSG LLC
California
$8.19M +$153K +515 +2%
MCA
1625
MSH Capital Advisors
Arizona
$8.18M -$239K -803 -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.