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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
IIC
1651
Integrated Investment Consultants
Michigan
$7.96M -$238K -800 -3%
FAM
1652
Formidable Asset Management
Ohio
$7.95M -$147K -493 -2%
GBWM
1653
Granite Bay Wealth Management
New Hampshire
$7.95M +$104K +351 +1%
MPPLM
1654
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.92M -$27.4K -92 -0.4%
LWM
1655
LJI Wealth Management
Indiana
$7.91M -$684K -2,301 -8%
EML
1656
Eos Management LP
New York
$7.89M
SW
1657
StrongBox Wealth
Missouri
$7.88M +$1.45M +4,881 +24%
TBNY
1658
Trustco Bank (New York)
New York
$7.88M -$31.5K -106 -0.4%
AB
1659
Atlas Brown
Kentucky
$7.88M -$19.6K -66 -0.3%
DCM
1660
Dudley Capital Management
Virginia
$7.83M
CRCM
1661
Crystal Rock Capital Management
Illinois
$7.8M -$1.24M -4,175 -14%
PWS
1662
Peloton Wealth Strategists
Indiana
$7.79M -$63.9K -215 -0.9%
AI
1663
Arvest Investments
Arkansas
$7.79M -$1.49M -5,002 -17%
CNC
1664
Citizens & Northern Corp
Pennsylvania
$7.78M -$67.5K -227 -0.9%
MAWCM
1665
Mine & Arao Wealth Creation & Management
California
$7.78M +$192K +645 +3%
TC
1666
TownSquare Capital
Utah
$7.75M -$2.04M -6,847 -22%
JSL
1667
JT Stratford LLC
Georgia
$7.74M +$732K +2,462 +11%
AIM
1668
AHL Investment Management
Florida
$7.73M -$1.4M -4,713 -16%
WAS
1669
Winch Advisory Services
Wisconsin
$7.72M +$87.1K +293 +1%
RWA
1670
Roberts Wealth Advisors
California
$7.72M -$158K -531 -2%
AIM
1671
Athena Investment Management
California
$7.72M -$137K -459 -2%
AIMA
1672
Ables Iannone Moore & Associates
Georgia
$7.69M -$160K -537 -2%
RSS
1673
Rosenblum Silverman Sutton
California
$7.68M -$84.8K -285 -1%
MVA
1674
Mount Vernon Associates
Maryland
$7.68M -$123K -415 -2%
AMI
1675
Amica Mutual Insurance
Rhode Island
$7.68M -$826K -2,776 -10%

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.