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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
REMPR
2101
Roof Eidam Maycock Peralta (REMP)
California
$4.67M -$54.4K -183 -1%
BCM
2102
Brasada Capital Management
Texas
$4.66M +$183K +616 +4%
SGI
2103
Summit Global Investments
Utah
$4.66M -$7.1M -23,859 -62%
BCFD
2104
Boit C.F. David
$4.65M
QWP
2105
Quotient Wealth Partners
Texas
$4.64M +$145K +488 +3%
HCM
2106
Hicks Capital Management
Ohio
$4.63M -$198K -665 -4%
QPWM
2107
Quadrant Private Wealth Management
Pennsylvania
$4.63M +$105K +353 +2%
BCI
2108
Blue Capital Inc
Nebraska
$4.61M -$11K -37 -0.3%
NF
2109
Nvest Financial
New Hampshire
$4.61M -$1.41M -4,733 -24%
CFG
2110
Chapman Financial Group
Hawaii
$4.61M +$290K +974 +7%
PFSC
2111
Peoples Financial Services Corp
Pennsylvania
$4.6M -$15.5K -52 -0.4%
SICM
2112
Sustainable Insight Capital Management
New York
$4.6M +$1.89M +6,352 +77%
PWM
2113
Peterson Wealth Management
Nevada
$4.6M -$498K -1,674 -10%
OBWG
2114
Onyx Bridge Wealth Group
New York
$4.59M +$197K +661 +5%
MWP
2115
Meriwether Wealth & Planning
Louisiana
$4.59M -$72.6K -244 -2%
PF
2116
Prosperitas Financial
California
$4.59M +$75.5K +254 +2%
RMP
2117
Richards, Merrill & Peterson
Washington
$4.58M +$9.81K +33 +0.2%
AA
2118
Alta Advisers
United Kingdom
$4.58M
WC
2119
Weil Company
California
$4.58M -$66.9K -225 -2%
HWP
2120
Highline Wealth Partners
California
$4.58M -$17.3K -58 -0.4%
PWAM
2121
Pinnacle West Asset Management
Wyoming
$4.57M -$29.7K -100 -0.7%
HIIFS
2122
Harel Insurance Investments & Financial Services
Israel
$4.57M +$1.25M +4,205 +41%
PWMG
2123
Prestige Wealth Management Group
New Jersey
$4.57M +$50.9K +171 +1%
JHCP
2124
Jackson Hole Capital Partners
Oklahoma
$4.57M -$30.3K -102 -0.7%
SI
2125
Saxon Interests
Texas
$4.55M +$390K +1,310 +9%

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.