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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
OWM
2151
Orca Wealth Management
Florida
$4.44M -$25K -84 -0.6%
AMIM
2152
Aull & Monroe Investment Management
Alabama
$4.43M +$261K +879 +7%
BTD
2153
BankPlus Trust Department
Mississippi
$4.42M -$178K -599 -4%
SOS
2154
Silver Oak Securities
Tennessee
$4.42M +$1.79M +6,007 +75%
CIM
2155
CIM Investment Management
Pennsylvania
$4.41M -$3.85M -12,933 -48%
QI
2156
QV Investors
Alberta, Canada
$4.41M -$2.04M -6,870 -33%
TLCM
2157
Twin Lakes Capital Management
California
$4.4M +$10.1K +34 +0.2%
DI
2158
DAGCO Inc
Ohio
$4.4M -$4.16K -14 -0.1%
UPS
2159
UHLMANN PRICE SECURITIES
Illinois
$4.39M -$95.2K -320 -2%
BCG
2160
Breakwater Capital Group
New Jersey
$4.39M -$10.7K -36 -0.3%
DAM
2161
Delta Asset Management
Tennessee
$4.39M -$15.2K -51 -0.4%
FIM
2162
FWL Investment Management
Texas
$4.38M -$302K -1,014 -7%
HIC
2163
Hartline Investment Corp
Illinois
$4.38M +$11.6K +39 +0.3%
BI
2164
Ballast Inc
Kentucky
$4.37M -$39.3K -132 -0.9%
QC
2165
Quent Capital
New York
$4.37M +$17K +57 +0.4%
GP
2166
Greenline Partners
New York
$4.37M -$288K -970 -7%
FDS
2167
First Dallas Securities
Texas
$4.36M -$77.3K -260 -2%
BCM
2168
Beck Capital Management
Texas
$4.36M +$19K +64 +0.5%
LCGC
2169
Legacy Capital Group California
California
$4.35M -$317K -1,065 -7%
PEA
2170
Park Edge Advisors
Ohio
$4.35M +$203K +681 +5%
MWM
2171
Marion Wealth Management
Pennsylvania
$4.35M -$9.52K -32 -0.2%
LIM
2172
Loudon Investment Management
New Hampshire
$4.34M -$23.2K -78 -0.6%
PMA
2173
Prudent Man Advisors
Illinois
$4.32M -$1.58M -5,314 -28%
FWP
2174
Falcon Wealth Planning
California
$4.32M +$97.8K +329 +2%
FFA
2175
Florida Financial Advisors
Florida
$4.32M +$767K +2,579 +23%

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.