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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
OMC
2176
Overbrook Management Corp
New York
$4.3M -$5.12M -17,220 -56%
AFS
2177
Aft Forsyth & Sober
Florida
$4.29M
SIC
2178
Sterling Investment Counsel
New York
$4.28M +$1.78M +6,001 +79%
WAAG
2179
Wealth Alliance Advisory Group
Kansas
$4.28M +$66.9K +225 +2%
SWMP
2180
Signature Wealth Management Partners
New Jersey
$4.27M +$38.7K +130 +1%
CA
2181
Cornerstone Advisory
Maryland
$4.26M +$63.9K +215 +2%
AM
2182
Account Management
Massachusetts
$4.26M
IIL
2183
Insight Inv LLC
California
$4.26M +$27.7K +93 +0.7%
RWS
2184
Resolute Wealth Strategies
Mississippi
$4.26M +$69.9K +235 +2%
OCPWS
2185
One Charles Private Wealth Services
Massachusetts
$4.25M -$69.6K -234 -2%
TCPW
2186
Twin City Private Wealth
North Carolina
$4.24M +$315K +1,059 +9%
SIA
2187
Schear Investment Advisers
Ohio
$4.24M +$18.7K +63 +0.5%
AIC
2188
Argus Investors Counsel
New York
$4.24M -$566K -1,903 -12%
JSAM
2189
J. Safra Asset Management
New York
$4.23M +$251K +844 +7%
HCM
2190
Highview Capital Management
Illinois
$4.22M -$62.8K -211 -2%
AT
2191
Arlington Trust
Alabama
$4.22M +$24.4K +82 +0.6%
RHP
2192
Royal Harbor Partners
Texas
$4.22M -$2.38K -8 -0.1%
WA
2193
Wealth Architects
California
$4.21M -$40.7K -137 -1%
WA
2194
Waddell & Associates
Tennessee
$4.2M +$686K +2,305 +21%
AWA
2195
Alta Wealth Advisors
Massachusetts
$4.2M -$88K -296 -2%
NAMP
2196
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.2M
ALAM
2197
Asahi Life Asset Management
Japan
$4.2M -$76.1K -256 -2%
SFS
2198
Stiles Financial Services
Minnesota
$4.19M +$275K +925 +7%
LWP
2199
LMG Wealth Partners
Louisiana
$4.19M +$6.25K +21 +0.2%
TPW
2200
Turn8 Private Wealth
$4.19M -$81.5K -274 -2%

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.