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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
CAM
2276
Cozad Asset Management
Illinois
$3.78M -$139K -468 -4%
EHWM
2277
Eads & Heald Wealth Management
Georgia
$3.77M -$164K -551 -4%
OIA
2278
Optimum Investment Advisors
Illinois
$3.77M -$87.1K -293 -2%
MCM
2279
Manchester Capital Management
Vermont
$3.76M -$1.48M -4,972 -29%
DTC
2280
Davidson Trust Company
Washington
$3.75M -$207K -695 -6%
LA
2281
Lindenwold Advisors
Pennsylvania
$3.75M +$19.9K +67 +0.6%
GCA
2282
Gallagher Capital Advisors
Texas
$3.74M -$32.4K -109 -0.9%
OCM
2283
Orleans Capital Management
Louisiana
$3.74M -$1.13M -3,793 -24%
FH
2284
FWG Holdings
Florida
$3.73M +$47.6K +160 +1%
SFS
2285
Security Financial Services
Indiana
$3.73M +$942K +3,168 +37%
PFM
2286
Patton Fund Management
Texas
$3.72M -$240K -808 -6%
MCM
2287
Morton Capital Management
California
$3.72M -$265K -891 -7%
IC
2288
Inscription Capital
Texas
$3.72M +$285K +957 +9%
AI
2289
Axecap Investments
Ohio
$3.71M -$115K -386 -3%
FCM
2290
Fieldview Capital Management
Michigan
$3.71M +$1.26M +4,232 +56%
FI
2291
Finivi Inc
Massachusetts
$3.7M +$4.76K +16 +0.1%
LWM
2292
Lakeridge Wealth Management
Ohio
$3.7M +$21.4K +72 +0.6%
KC
2293
Kepler Cheuvreux
$3.7M +$3.49M +11,719 New
WDC
2294
Woodward Diversified Capital
California
$3.69M -$14.3K -48 -0.4%
TCWM
2295
Total Clarity Wealth Management
Illinois
$3.69M +$109K +368 +3%
EB
2296
Exchange Bank
California
$3.69M +$206K +693 +6%
LF
2297
Lee Financial
Texas
$3.68M +$233K +784 +7%
SGC
2298
Slocum, Gordon & Co
Rhode Island
$3.68M +$90.7K +305 +3%
CWP
2299
Core Wealth Partners
California
$3.68M +$432K +1,451 +14%
AF
2300
Aldebaran Financial
$3.67M +$39K +131 +1%

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.