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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
MA
2051
MJP Associates
Connecticut
$4.92M +$62.8K +211 +1%
IF
2052
Ironwood Financial
Arizona
$4.91M +$53.5K +180 +1%
JWM
2053
JPL Wealth Management
Colorado
$4.9M -$114K -382 -2%
CCG
2054
Chatham Capital Group
Georgia
$4.89M +$22.3K +75 +0.5%
MC
2055
Martin & Co
Tennessee
$4.89M +$25.9K +87 +0.6%
BFO
2056
Biltmore Family Office
North Carolina
$4.88M +$539K +1,813 +13%
CWM
2057
Centric Wealth Management
Illinois
$4.88M +$193K +649 +4%
HFP
2058
Holistic Financial Partners
Indiana
$4.88M +$37.2K +125 +0.8%
CIM
2059
Cambria Investment Management
California
$4.88M +$912K +3,068 +25%
PWM
2060
Purus Wealth Management
California
$4.88M +$297 +1 +0%
RE
2061
Rydar Equities
Texas
$4.87M -$120K -402 -2%
IF
2062
Integrity Financial
Wyoming
$4.87M +$69K +232 +2%
ACM
2063
Accent Capital Management
Ohio
$4.86M +$69.3K +233 +2%
TWA
2064
TCI Wealth Advisors
Arizona
$4.86M +$80.6K +271 +2%
HVP
2065
Hudson Value Partners
Florida
$4.86M -$639K -2,148 -12%
DAL
2066
Delta Accumulation LLC
California
$4.85M +$595 +2 +0%
TTIC
2067
Tower Trust & Investment Company
Iowa
$4.85M -$148K -497 -3%
GAM
2068
Grandview Asset Management
Pennsylvania
$4.83M +$155K +520 +4%
NI
2069
Natural Investments
California
$4.83M -$9.52K -32 -0.2%
CV
2070
Counterweight Ventures
North Carolina
$4.83M -$401K -1,347 -8%
CWIG
2071
Chung Wu Investment Group
Texas
$4.83M
WFI
2072
West Family Investments
California
$4.82M +$41K +138 +0.9%
DBIA
2073
Dumont & Blake Investment Advisors
New Jersey
$4.81M -$48.8K -164 -1%
CS
2074
Crescent Sterling
Louisiana
$4.8M -$140K -472 -3%
SWA
2075
SFMG Wealth Advisors
Texas
$4.79M +$142K +477 +3%

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.