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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
AWM
2701
Atticus Wealth Management
Florida
$2.47M +$409K +1,376 +21%
DFS
2702
Dixon Fnancial Services
California
$2.47M +$99K +333 +4%
CWM
2703
Castle Wealth Management
Florida
$2.46M -$165K -556 -7%
OWA
2704
One Wealth Advisors
California
$2.46M -$73.2K -246 -3%
FGA
2705
Fortis Group Advisors
New Jersey
$2.46M +$447K +1,504 +24%
FNBTCON
2706
First National Bank & Trust Co of Newtown
Pennsylvania
$2.45M -$41.6K -140 -2%
GWP
2707
Gen-Wealth Partners
Michigan
$2.45M +$121K +407 +6%
MMM
2708
Mendel Money Management
Illinois
$2.45M -$15.2K -51 -0.7%
BCP
2709
Berkeley Capital Partners
Georgia
$2.44M +$36.3K +122 +2%
MAC
2710
Mason & Associates (California)
California
$2.44M +$55.9K +188 +2%
AAIM
2711
Asset Advisors Investment Management
Georgia
$2.43M +$18.4K +62 +0.8%
TIP
2712
Tandem Investment Partners
New Jersey
$2.43M -$38.7K -130 -2%
PFM
2713
Potomac Fund Management
Florida
$2.43M -$126K -422 -5%
WCBA
2714
Weaver C. Barksdale & Associates
Tennessee
$2.42M -$148K -497 -6%
TWM
2715
TriaGen Wealth Management
California
$2.42M -$11.9K -40 -0.5%
Wolverine Trading
2716
Wolverine Trading
Illinois
$2.42M +$324K +1,089 +17%
IF
2717
Intrua Financial
Texas
$2.42M +$244K +822 +12%
GPI
2718
General Partner Inc
Pennsylvania
$2.42M
PG
2719
Proffitt & Goodson
Tennessee
$2.42M -$73.2K -246 -3%
MWP
2720
Momentum Wealth Planning
Florida
$2.41M +$463K +1,557 +26%
AIA
2721
Armor Investment Advisors
North Carolina
$2.41M -$35.7K -120 -2%
TNAM
2722
Terra Nova Asset Management
New York
$2.41M +$31.5K +106 +1%
AFG
2723
ABLE Financial Group
Arizona
$2.41M +$15.2K +51 +0.7%
WDG
2724
Wealth Dimensions Group
Ohio
$2.4M +$316K +1,064 +16%
SC
2725
Saiph Capital
New Jersey
$2.4M +$20.5K +69 +0.9%

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.