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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
LJAC
1876
L.J. Altfest & Co
New York
$6.09M -$104K -349 -2%
WIC
1877
Wilkins Investment Counsel
Massachusetts
$6.09M -$353K -1,186 -6%
HA
1878
Huntleigh Advisors
Missouri
$6.08M +$81.5K +274 +1%
ODG
1879
O'Dell Group
Ohio
$6.08M +$587K +1,973 +11%
WMA
1880
West Michigan Advisors
Michigan
$6.08M -$1.1M -3,707 -16%
DFA
1881
Delta Financial Advisors
Louisiana
$6.07M +$1.11M +3,721 +24%
PIWA
1882
Prevail Innovative Wealth Advisors
Kansas
$6.06M +$5.28M +17,754 +1,222%
KF
1883
Krilogy Financial
Missouri
$6.03M +$830K +2,790 +17%
LM
1884
Lincluden Management
Ontario, Canada
$6.02M -$27.4K -92 -0.5%
BFW
1885
Brady Family Wealth
Missouri
$6.02M +$1.75M +5,876 +44%
SIA
1886
Strategic Investment Advisors
Michigan
$6.01M -$382K -1,284 -6%
FAP
1887
Financial Advisory Partners
Florida
$6.01M -$60.1K -202 -1%
NWM
1888
Northcape Wealth Management
New York
$6M -$89.2K -300 -2%
GIM
1889
Generali Investments Management
Slovenia
$6M +$8.03K +27 +0.1%
HIC
1890
Harvey Investment Company
Kentucky
$6M -$74.4K -250 -1%
FFS
1891
Fischer Financial Services
Pennsylvania
$6M +$7.73K +26 +0.1%
ALA
1892
Atlas Legacy Advisors
California
$5.99M +$1.2M +4,020 +27%
MUAMU
1893
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.99M
CAM
1894
Chesapeake Asset Management
New York
$5.99M -$19.9K -67 -0.4%
WAG
1895
Winthrop Advisory Group
Massachusetts
$5.97M +$127K +427 +2%
GEA
1896
Glen Eagle Advisors
New Jersey
$5.96M +$584K +1,965 +12%
FMTCOCP
1897
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.95M -$194K -651 -3%
HL
1898
HeadInvest LLC
Maine
$5.95M -$291K -978 -5%
BMC
1899
Benin Management Corp
Connecticut
$5.94M +$13.1K +44 +0.2%
CH
1900
Canton Hathaway
Rhode Island
$5.94M

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.