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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
AO
1826
Advisor OS
Illinois
$6.47M +$72.9K +245 +1%
CFP
1827
Catalyst Financial Partners
Massachusetts
$6.45M -$21.7K -73 -0.4%
AI
1828
Accredited Investors
Minnesota
$6.43M -$91K -306 -1%
MWM
1829
Massachusetts Wealth Management
Massachusetts
$6.43M
FBT
1830
First Bankers Trust
Kentucky
$6.43M -$46.1K -155 -0.8%
DMKJ
1831
David M. Knott Jr
$6.43M -$182K -611 -3%
AHIA
1832
Andrew Hill Investment Advisors
Florida
$6.42M -$123K -413 -2%
WC
1833
Waterloo Capital
Texas
$6.41M +$32.7K +110 +0.5%
BFA
1834
Beaumont Financial Advisors
Massachusetts
$6.4M -$69.9K -235 -1%
VanEck Associates
1835
VanEck Associates
New York
$6.39M -$95.2K -320 -2%
PWA
1836
Providence Wealth Advisors
Illinois
$6.38M -$6.54K -22 -0.1%
WAM
1837
Wakefield Asset Management
Colorado
$6.37M -$269K -905 -4%
FCM
1838
Fire Capital Management
California
$6.36M -$235K -789 -4%
TNA
1839
True North Advisors
Texas
$6.36M +$671K +2,255 +13%
EWM
1840
EPG Wealth Management
Georgia
$6.34M -$253K -849 -4%
BB
1841
Bell Bank
North Dakota
$6.33M -$209K -703 -3%
ICP
1842
Impact Capital Partners
Colorado
$6.33M +$177K +595 +3%
MA
1843
MONECO Advisors
Connecticut
$6.31M +$122K +409 +2%
TWP
1844
Tyche Wealth Partners
Texas
$6.31M +$156K +524 +3%
HDA
1845
Harold Davidson & Associates
California
$6.31M +$1.67M +5,629 +39%
ZF
1846
Zhang Financial
Michigan
$6.3M +$156K +526 +3%
NIP
1847
Nicholas Investment Partners
California
$6.3M
AIM
1848
Acropolis Investment Management
Missouri
$6.29M +$458K +1,540 +8%
SI
1849
Shaker Investments
Ohio
$6.28M -$1.19K -4 -0%
TFA
1850
Trinity Financial Advisors
Ohio
$6.27M -$112K -378 -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.