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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
SWM
1776
SeaCrest Wealth Management
New York
$6.89M -$498K -1,675 -7%
HPCM
1777
Hunter Perkins Capital Management
Illinois
$6.88M -$228K -767 -3%
SIA
1778
SGL Investment Advisors
Montana
$6.88M +$290K +976 +5%
HCM
1779
Howard Capital Management
Georgia
$6.88M +$322K +1,081 +5%
KTC
1780
Kentucky Trust Company
Kentucky
$6.88M -$237K -796 -4%
SCM
1781
Seascape Capital Management
New Hampshire
$6.87M +$33K +111 +0.5%
HI
1782
Hudock Inc
Pennsylvania
$6.87M -$7.14K -24 -0.1%
MWA
1783
Midland Wealth Advisors
Illinois
$6.87M -$413K -1,388 -6%
ECML
1784
Eagle Capital Management (Louisiana)
Louisiana
$6.87M -$22.3K -75 -0.3%
CFMC
1785
Curbstone Financial Management Corp
New Hampshire
$6.84M -$126K -422 -2%
VWM
1786
Valley Wealth Managers
New Jersey
$6.84M -$3.57K -12 -0.1%
I
1787
InvesTrust
Oklahoma
$6.83M -$21.4K -72 -0.3%
SIM
1788
Studio Investment Management
Illinois
$6.79M -$112K -377 -2%
COI
1789
Connable Office Inc
Michigan
$6.78M +$178K +599 +3%
PRA
1790
Pine Ridge Advisers
New York
$6.78M
MG
1791
Mather Group
Illinois
$6.76M +$129K +433 +2%
CVA
1792
Central Valley Advisors
California
$6.76M +$383K +1,288 +6%
CT
1793
Coastline Trust
Rhode Island
$6.74M +$41.9K +141 +0.7%
APG
1794
Abacus Planning Group
South Carolina
$6.73M -$22K -74 -0.3%
TLP
1795
Trinity Legacy Partners
Texas
$6.73M +$71.1K +239 +1%
RSA
1796
River Street Advisors
Illinois
$6.72M -$63.3K -213 -1%
MCM
1797
Marathon Capital Management
Maryland
$6.7M -$9.52K -32 -0.2%
BCFS
1798
Butensky & Cohen Financial Security
Florida
$6.7M -$238K -801 -4%
WIM
1799
Wittenberg Investment Management
Massachusetts
$6.69M
SWA
1800
Sax Wealth Advisors
New Jersey
$6.69M +$144K +485 +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.