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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
AA
2426
Alesco Advisors
New York
$3.25M +$638K +2,144 +26%
GGA
2427
Granite Group Advisors
Connecticut
$3.25M +$10.1K +34 +0.3%
ACL
2428
Applied Capital LLC
Florida
$3.25M -$5.95K -20 -0.2%
HWM
2429
Hemington Wealth Management
Virginia
$3.24M +$55K +185 +2%
BLFG
2430
Brian Low Financial Group
Louisiana
$3.24M +$305K +1,024 +11%
AC
2431
Annandale Capital
Texas
$3.24M
FF
2432
Farrow Financial
Vermont
$3.23M +$5.65K +19 +0.2%
CPA
2433
Capital Performance Advisors
California
$3.23M +$160K +538 +6%
AA
2434
Addison Advisors
Vermont
$3.23M -$20.5K -69 -0.7%
IWM
2435
Iams Wealth Management
Nebraska
$3.23M -$167K -560 -5%
SCA
2436
Sandy Cove Advisors
Massachusetts
$3.23M +$29.1K +98 +1%
WWM
2437
Wolff Wiese Magana
California
$3.23M -$8.33K -28 -0.3%
HTHT
2438
Hemenway Trust Hemenway Trust
New Hampshire
$3.23M -$104K -348 -3%
ACM
2439
Arcataur Capital Management
Wisconsin
$3.22M -$41.3K -139 -1%
SFS
2440
Summit Financial Strategies
Ohio
$3.22M -$86.5K -291 -3%
JF
2441
JSF Financial
California
$3.22M -$35.1K -118 -1%
HNWAG
2442
High Net Worth Advisory Group
Florida
$3.21M +$4.76K +16 +0.2%
APW
2443
Austin Private Wealth
Texas
$3.21M -$4.16K -14 -0.1%
SIG
2444
Sky Investment Group
Connecticut
$3.21M
KCM
2445
Kathmere Capital Management
Pennsylvania
$3.21M +$57.7K +194 +2%
BTWM
2446
Brass Tax Wealth Management
Ohio
$3.21M -$26.5K -89 -0.9%
UAML
2447
US Asset Management LLC
Pennsylvania
$3.2M +$64.8K +218 +2%
HAIM
2448
Hunter Associates Investment Management
Pennsylvania
$3.19M +$94.9K +319 +3%
VAG
2449
VisionPoint Advisory Group
Texas
$3.19M -$134K -450 -4%
ISWM
2450
Independent Solutions Wealth Management
New York
$3.19M +$309K +1,039 +11%

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.