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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
RWM
1676
RKL Wealth Management
Pennsylvania
$7.67M -$346K -1,163 -5%
MCC
1677
Malaga Cove Capital
California
$7.66M -$56.8K -191 -0.8%
1IA
1678
1834 Investment Advisors
Wisconsin
$7.66M -$10.4K -35 -0.1%
IA
1679
Icon Advisers
Colorado
$7.65M
CFM
1680
Catalyst Funds Management
Australia
$7.63M +$7.2M +24,200 New
HA
1681
Harbor Advisors
Florida
$7.62M
AG
1682
Algert Global
California
$7.61M +$2.05M +6,883 +40%
SIAP
1683
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.6M -$62.2K -209 -0.9%
CI
1684
Cherokee Insurance
Michigan
$7.57M -$744K -2,500 -9%
BCM
1685
Bretton Capital Management
California
$7.57M
SCI
1686
S&CO Inc
Massachusetts
$7.57M -$96.1K -323 -1%
GCA
1687
Gradient Capital Advisors
California
$7.56M -$88K -296 -1%
SIC
1688
Shoker Investment Counsel
Ohio
$7.56M -$18.7K -63 -0.3%
CWMK
1689
Caliber Wealth Management (Kansas)
Kansas
$7.55M -$890K -2,991 -11%
AAS
1690
Ameritas Advisory Services
Nebraska
$7.55M +$1.42M +4,758 +25%
PMSA
1691
Patrick M. Sweeney & Associates
Illinois
$7.55M +$892 +3 +0%
BOPW
1692
Brandywine Oak Private Wealth
Pennsylvania
$7.54M +$5.65K +19 +0.1%
LNWTC
1693
Laird Norton Wetherby Trust Company
Washington
$7.54M
NB
1694
Nicolet Bankshares
Wisconsin
$7.53M +$87.4K +294 +1%
NL
1695
NWAM LLC
Washington
$7.51M -$28.3K -95 -0.4%
GJWM
1696
Gilliland Jeter Wealth Management
Arkansas
$7.51M -$231K -776 -3%
MCP
1697
Martin Capital Partners
Oregon
$7.51M -$3.58M -12,035 -34%
SEIA
1698
Signature Estate & Investment Advisors
California
$7.5M +$106K +357 +2%
RAM
1699
Ramirez Asset Management
New York
$7.5M +$402K +1,350 +6%
GSB
1700
Greenfield Savings Bank
Massachusetts
$7.48M -$134K -450 -2%

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.