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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
BOJHT
2401
Bank of Jackson Hole Trust
Wyoming
$3.34M +$150K +503 +5%
FP
2402
Financial Perspectives
Minnesota
$3.33M +$245K +824 +8%
SFG
2403
Shum Financial Group
California
$3.33M +$3.14M +10,541 New
CAL
2404
Capital Advisors Ltd
Ohio
$3.32M
BWP
2405
Balboa Wealth Partners
Arizona
$3.32M -$22.6K -76 -0.7%
USWG
2406
U.S. Wealth Group
New York
$3.32M +$297 +1 +0%
BFA
2407
Blueprint Financial Advisors
North Carolina
$3.32M +$3.13M +10,521 New
SGM
2408
Skye Global Management
Florida
$3.31M +$3.12M +10,500 New
BWA
2409
Blodgett Wealth Advisors
California
$3.31M -$193K -649 -6%
HBW
2410
Hazlett, Burt & Watson
West Virginia
$3.31M +$101K +340 +3%
FFG
2411
Fortem Financial Group
California
$3.31M -$236K -794 -7%
TAM
2412
Trillium Asset Management
Massachusetts
$3.3M -$19K -64 -0.6%
HAM
2413
Harmony Asset Management
Arizona
$3.3M +$122K +409 +4%
OFS
2414
OMC Financial Services
New York
$3.29M -$2.97K -10 -0.1%
PMFA
2415
Plante Moran Financial Advisors
Michigan
$3.29M -$655K -2,201 -17%
CAM
2416
Cacti Asset Management
Georgia
$3.29M
KSB
2417
Kennebec Savings Bank
Maine
$3.29M -$6.84K -23 -0.2%
PFG
2418
Prosperity Financial Group
California
$3.28M +$923K +3,103 +43%
WCM
2419
WealthBridge Capital Management
Ohio
$3.27M -$127K -428 -4%
OIM
2420
Oder Investment Management
California
$3.27M -$109K -368 -3%
NCM
2421
Neumann Capital Management
California
$3.26M -$352K -1,184 -10%
HNB
2422
Hilltop National Bank
Wyoming
$3.26M -$22.9K -77 -0.7%
TWP
2423
Triad Wealth Partners
Kansas
$3.26M +$230K +774 +8%
ECM
2424
ExodusPoint Capital Management
New York
$3.26M -$3.64M -12,234 -54%
BAM
2425
Byrne Asset Management
New Jersey
$3.26M -$72K -242 -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.