We are live on ! Find out more
JPM icon

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
PWCM
1901
Processus Wealth & Capital Management
Tennessee
$5.93M +$36K +121 +0.6%
EWM
1902
Evermay Wealth Management
Virginia
$5.92M -$136K -458 -2%
SMH
1903
Sanders Morris Harris
Texas
$5.91M +$2.27M +7,641 +69%
PSB
1904
Piscataqua Savings Bank
New Hampshire
$5.9M -$107K -359 -2%
BO
1905
Bank OZK
Arkansas
$5.9M -$45.2K -152 -0.8%
MAM
1906
Milestone Asset Management
Pennsylvania
$5.89M +$3.58M +12,023 +180%
SMC
1907
Smith, Moore & Co
Missouri
$5.89M +$149K +501 +3%
WCM
1908
Wisconsin Capital Management
Wisconsin
$5.89M -$59.5K -200 -1%
OWA
1909
Octavia Wealth Advisors
Ohio
$5.88M +$1.09M +3,665 +24%
CA
1910
Continuum Advisory
Idaho
$5.88M +$159K +534 +3%
ACM
1911
Aljian Capital Management
Nevada
$5.87M -$18.4K -62 -0.3%
SDWIA
1912
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.86M -$56.8K -191 -1%
HW
1913
Hedeker Wealth
Illinois
$5.86M +$66.6K +224 +1%
NPF
1914
Norris Perne & French
Michigan
$5.86M +$2.27M +7,624 +70%
NAG
1915
Northstar Advisory Group
New Jersey
$5.85M +$251K +845 +5%
CCM
1916
Consolidated Capital Management
California
$5.84M -$943K -3,172 -15%
LCM
1917
Leisure Capital Management
California
$5.83M -$22.9K -77 -0.4%
VFA
1918
Voya Financial Advisors
Connecticut
$5.82M -$34.8K -117 -0.6%
DA
1919
Doliver Advisors
Texas
$5.82M -$225K -757 -4%
FBC
1920
Fairfield, Bush & Co
Connecticut
$5.81M -$265K -891 -5%
MTIC
1921
Missouri Trust & Investment Company
Missouri
$5.8M +$19.3K +65 +0.4%
JJBC
1922
James J. Burns & Company
New York
$5.8M +$1.29M +4,345 +31%
BIP
1923
Blueprint Investment Partners
North Carolina
$5.79M +$49.1K +165 +0.9%
SWM
1924
Sculati Wealth Management
Michigan
$5.78M -$99.9K -336 -2%
AIM
1925
Aspen Investment Management
Michigan
$5.78M +$124K +418 +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.