We are live on ! Find out more
JPM icon

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
BST
2451
Bath Savings Trust
Maine
$3.19M +$7.14K +24 +0.2%
PL
2452
Plancorp LLC
Missouri
$3.18M -$215K -724 -7%
RFA
2453
ROI Financial Advisors
Oregon
$3.18M +$278K +936 +10%
SCM
2454
Spreng Capital Management
Ohio
$3.18M -$188K -633 -6%
PHS
2455
Pekin Hardy Strauss
Illinois
$3.18M +$138K +465 +5%
EFH
2456
Eaton Financial Holdings
Florida
$3.18M -$452K -1,521 -13%
FBT
2457
First Bank & Trust
South Dakota
$3.17M -$42.2K -142 -1%
LF
2458
LifeSteps Financial
California
$3.17M -$55.6K -187 -2%
HP
2459
Hilltop Partners
Indiana
$3.17M +$266K +895 +10%
YWS
2460
Yarger Wealth Strategies
Ohio
$3.16M -$2.38K -8 -0.1%
ARA
2461
Alexander Randolph Advisory
Virginia
$3.16M -$51.2K -172 -2%
OFS
2462
Orrstown Financial Services
Pennsylvania
$3.16M +$78.5K +264 +3%
MTWM
2463
Masso Torrence Wealth Management
New Jersey
$3.16M +$74.7K +251 +3%
SWK
2464
Stephen W. Kidder
$3.16M -$74.4K -250 -2%
WI
2465
WrapManager Inc
California
$3.15M -$878K -2,953 -23%
HWA
2466
HHM Wealth Advisors
Tennessee
$3.15M -$72.9K -245 -2%
EWM
2467
Elmwood Wealth Management
California
$3.15M +$110K +370 +4%
SRC
2468
Sage Rhino Capital
California
$3.15M -$2.97K -10 -0.1%
VIP
2469
Vista Investment Partners
Oklahoma
$3.14M -$135K -455 -4%
PCM
2470
Pointe Capital Management
Michigan
$3.14M
AFG
2471
Allegheny Financial Group
Pennsylvania
$3.13M +$7.14K +24 +0.2%
AFA
2472
AA Financial Advisors
Ohio
$3.13M +$67.8K +228 +2%
AGP
2473
Aspire Growth Partners
Florida
$3.13M +$20.2K +68 +0.7%
1IA
2474
1620 Investment Advisors
Massachusetts
$3.12M -$152K -510 -5%
KCPT
2475
Kingstone Capital Partners Texas
Texas
$3.12M +$13.7K +46 +0.5%

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.