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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
SC
2001
Searle & Co
Connecticut
$5.27M +$6.25K +21 +0.1%
ATWA
2002
Arbor Trust Wealth Advisors
Michigan
$5.26M -$29.7K -100 -0.6%
AFA
2003
Antonelli Financial Advisors
Michigan
$5.25M -$46.1K -155 -0.9%
MCA
2004
Magnolia Capital Advisors
Mississippi
$5.24M -$177K -596 -3%
GI
2005
GS Investments
Minnesota
$5.24M +$773K +2,598 +19%
CAIM
2006
Catherine Avery Investment Management
Florida
$5.24M +$529K +1,779 +12%
PPC
2007
Park Place Capital
Alabama
$5.24M -$114K -384 -2%
TWM
2008
Tradition Wealth Management
Minnesota
$5.21M +$271K +911 +6%
KM
2009
KP Management
Minnesota
$5.21M
CBT
2010
Central Bank & Trust
Kentucky
$5.21M -$76.1K -256 -2%
SAM
2011
Sawgrass Asset Management
Florida
$5.2M +$19.6K +66 +0.4%
TCM
2012
Tandem Capital Management
New Jersey
$5.19M +$6.54K +22 +0.1%
IA
2013
Integrity Alliance
Iowa
$5.19M +$835K +2,806 +21%
FWA
2014
FSM Wealth Advisors
Ohio
$5.18M +$284K +956 +6%
ICP
2015
Interchange Capital Partners
Pennsylvania
$5.18M +$629K +2,115 +15%
CPBTD
2016
Central Pacific Bank - Trust Division
Hawaii
$5.18M -$68.4K -230 -1%
OL
2017
Optas LLC
Texas
$5.17M +$24.7K +83 +0.5%
BHBT
2018
Burke & Herbert Bank & Trust
Virginia
$5.16M -$55K -185 -1%
RFA
2019
Register Financial Advisors
Georgia
$5.15M -$39.6K -133 -0.8%
MWA
2020
Monograph Wealth Advisors
California
$5.15M +$4.86M +16,334 New
CCM
2021
Condor Capital Management
New Jersey
$5.14M -$1.19K -4 -0%
RCA
2022
Ranch Capital Advisors
Florida
$5.13M +$183K +614 +4%
OF
2023
Outfitter Financial
Maine
$5.11M -$149K -500 -3%
VIP
2024
Viewpoint Investment Partners
Alberta, Canada
$5.1M
CCWA
2025
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.1M -$945K -3,177 -16%

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.