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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
AA
1751
ALPS Advisors
Colorado
$7.01M +$646K +2,172 +11%
PRS
1752
Pinkerton Retirement Specialists
Idaho
$7.01M +$153K +513 +2%
IAS
1753
IMA Advisory Services
Colorado
$7.01M -$82.1K -276 -1%
IFPG
1754
Intrepid Financial Planning Group
Indiana
$7M -$44.9K -151 -0.7%
LS
1755
Leelyn Smith
Illinois
$6.99M -$246K -826 -4%
PCTC
1756
Perkins Coie Trust Company
Washington
$6.97M -$235K -790 -3%
BLC
1757
Brown, Lisle/Cummings
Rhode Island
$6.97M +$88K +296 +1%
NSB
1758
Norway Savings Bank
Maine
$6.96M +$45.8K +154 +0.7%
BMC
1759
Beaton Management Company
Massachusetts
$6.96M +$29.7K +100 +0.5%
AMG
1760
Advisors Management Group
Wisconsin
$6.95M -$19.6K -66 -0.3%
TPWA
1761
TRUE Private Wealth Advisors
Oregon
$6.95M -$390K -1,311 -6%
DE
1762
Diversified Enterprises
Delaware
$6.95M +$97.3K +327 +2%
ATC
1763
Adirondack Trust Company
New York
$6.95M -$39.9K -134 -0.6%
EPIMS
1764
Evelyn Partners Investment Management Services
$6.95M +$776K +2,608 +13%
NG
1765
Norden Group
Utah
$6.95M +$338K +1,135 +5%
BRCM
1766
Bright Rock Capital Management
Massachusetts
$6.94M
SOAMC
1767
Spirit of America Management Corp
New York
$6.94M +$29.7K +100 +0.5%
SSWM
1768
Sheets Smith Wealth Management
North Carolina
$6.94M -$97K -326 -1%
LAM
1769
LOM Asset Management
$6.92M +$134K +451 +2%
TPI
1770
Trust Point Inc
Wisconsin
$6.91M -$750K -2,523 -10%
WR
1771
WD Rutherford
Oregon
$6.9M -$74.4K -250 -1%
MC
1772
Mathes Company
New York
$6.9M -$44.6K -150 -0.7%
MPIA
1773
Mountain Pacific Investment Advisers
Idaho
$6.89M -$59.5K -200 -0.9%
AC
1774
Apella Capital
Connecticut
$6.89M +$239K +805 +4%
FFA
1775
Fragasso Financial Advisors
Pennsylvania
$6.89M -$633K -2,130 -9%

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.