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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
SCG
2376
Sonata Capital Group
Washington
$3.41M +$29.7K +100 +0.9%
LIM
2377
Letson Investment Management
Georgia
$3.4M -$19K -64 -0.6%
KNW
2378
Kesler Norman & Wride
Utah
$3.4M -$879K -2,955 -17%
SEEDPG
2379
S.E.E.D. Planning Group
New York
$3.4M -$138K -464 -4%
FFC
2380
First Financial Corp
Indiana
$3.39M -$124K -417 -4%
Members Trust
2381
Members Trust
Florida
$3.39M +$8.63K +29 +0.3%
SIS
2382
Sound Income Strategies
Florida
$3.39M -$46.7K -157 -1%
CA
2383
Continental Advisors
Utah
$3.39M
CPRC
2384
Consolidated Portfolio Review Corp
New York
$3.39M +$128K +429 +4%
BA
2385
Birinyi Associates
Connecticut
$3.38M +$595 +2 +0%
BC
2386
Barrett & Company
Rhode Island
$3.37M -$51.5K -173 -2%
VNA
2387
Valley National Advisers
Pennsylvania
$3.37M -$335K -1,127 -10%
CCA
2388
Childress Capital Advisors
Texas
$3.37M +$532K +1,789 +20%
GCM
2389
GKV Capital Management
California
$3.36M
BHA
2390
Beech Hill Advisors
New York
$3.36M -$419K -1,409 -12%
BIA
2391
Bigelow Investment Advisors
Maine
$3.36M -$3.57K -12 -0.1%
FCAS
2392
First Command Advisory Services
Texas
$3.36M +$88.6K +298 +3%
MW
2393
MBL Wealth
North Carolina
$3.36M +$214K +721 +7%
SSA
2394
Sierra Summit Advisors
Nevada
$3.35M +$26.2K +88 +0.8%
RIM
2395
RW Investment Management
Idaho
$3.35M -$21.7K -73 -0.7%
6F
2396
626 Financial
Michigan
$3.35M -$36.6K -123 -1%
SC
2397
Shuttleworth & Co
Ohio
$3.34M +$3.15M +10,598 New
HCM
2398
HMS Capital Management
Tennessee
$3.34M -$117K -394 -4%
IWS
2399
Insight Wealth Strategies
California
$3.34M -$3.87K -13 -0.1%
PCS
2400
Personal CFO Solutions
New Jersey
$3.34M +$61.6K +207 +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.