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
CBT
2026
Crews Bank & Trust
Florida
$5.07M -$44.9K -151 -0.9%
EFSCE
2027
Enterprise Financial Services Corp (EFSC)
Missouri
$5.07M -$55.3K -186 -1%
RP
2028
Raelipskie Partnership
Ontario, Canada
$5.06M -$38.7K -130 -0.8%
IFWM
2029
Institute for Wealth Management
Colorado
$5.06M -$22.3K -75 -0.5%
LI
2030
Lafayette Investments
Maryland
$5.05M -$11K -37 -0.2%
JWM
2031
Jessup Wealth Management
Ohio
$5.03M +$17.8K +60 +0.4%
LA
2032
Legacy Advisors
Pennsylvania
$5.03M +$4.74M +15,931 New
FCA
2033
FLC Capital Advisors
California
$5.02M -$10.7K -36 -0.2%
CIP
2034
Convergence Investment Partners
Florida
$5.01M -$433K -1,455 -8%
CB
2035
CNB Bank
Pennsylvania
$5.01M +$130K +437 +3%
AGWCA
2036
Annis Gardner Whiting Capital Advisors
Florida
$5M +$328K +1,102 +7%
HDIM
2037
Hanson & Doremus Investment Management
Vermont
$4.99M -$400K -1,345 -8%
GA
2038
GoalVest Advisory
New York
$4.99M +$88.3K +297 +2%
TCPG
2039
Trivant Custom Portfolio Group
California
$4.99M -$33.6K -113 -0.7%
NPT
2040
National Philanthropic Trust
Pennsylvania
$4.99M +$278K +935 +6%
HAG
2041
HF Advisory Group
Maryland
$4.98M +$189K +637 +4%
BWM
2042
BCGM Wealth Management
Indiana
$4.98M -$737K -2,477 -14%
DA
2043
Dillon & Associates
Michigan
$4.95M -$32.4K -109 -0.7%
CIAS
2044
CFS Investment Advisory Services
New Jersey
$4.95M +$153K +515 +3%
TGAM
2045
TBH Global Asset Management
Tennessee
$4.95M +$54.4K +183 +1%
UWPG
2046
Ullmann Wealth Partners Group
Florida
$4.94M +$45.2K +152 +1%
VCP
2047
Verus Capital Partners
Arizona
$4.93M +$342K +1,151 +8%
CCFM
2048
Clear Creek Financial Management
Washington
$4.93M -$17K -57 -0.4%
FCCM
2049
First City Capital Management
Georgia
$4.93M -$145K -487 -3%
EA
2050
Eclectic Associates
California
$4.93M -$689K -2,318 -13%

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.