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
LWP
2876
LeClair Wealth Partners
Ohio
$1.99M -$351K -1,179 -16%
PAG
2877
Powers Advisory Group
Illinois
$1.99M +$19K +64 +1%
FFA
2878
Fi3 Financial Advisors
Indiana
$1.99M -$46.1K -155 -2%
AG
2879
AmeriFlex Group
Nevada
$1.99M +$204K +686 +12%
RWPA
2880
Richard W. Paul & Associates
Michigan
$1.98M -$43.1K -145 -2%
AWM
2881
Activest Wealth Management
Florida
$1.98M +$374K +1,256 +25%
KIA
2882
Knollwood Investment Advisory
Maryland
$1.98M -$11K -37 -0.6%
DIP
2883
Davis Investment Partners
North Carolina
$1.98M
ECA
2884
Elevated Capital Advisors
Utah
$1.97M +$231K +776 +14%
G
2885
GenTrust
Florida
$1.97M -$280K -940 -13%
QFA
2886
Quantum Financial Advisors
California
$1.97M
DOA
2887
D'Orazio & Associates
Virginia
$1.97M +$31.2K +105 +2%
TWM
2888
Topsail Wealth Management
North Carolina
$1.96M +$61.9K +208 +3%
CCM
2889
Crew Capital Management
Ohio
$1.95M
SCA
2890
St. Clair Advisors
Ohio
$1.95M +$9.22K +31 +0.5%
PIMG
2891
Patriot Investment Management Group
Tennessee
$1.95M -$4.16K -14 -0.2%
PCA
2892
Prosperity Capital Advisors
Ohio
$1.95M +$165K +556 +10%
BFM
2893
Boothbay Fund Management
New York
$1.94M +$317K +1,065 +21%
GHA
2894
Granite Harbor Advisors
Texas
$1.94M +$53.5K +180 +3%
SFG
2895
Sunburst Financial Group
Alabama
$1.94M +$36.6K +123 +2%
MWM
2896
McNaughton Wealth Management
California
$1.94M -$46.1K -155 -2%
AR
2897
Advisory Research
Illinois
$1.94M -$216K -725 -11%
VIA
2898
Virtus Investment Advisers
Connecticut
$1.94M +$135K +454 +8%
SI
2899
Seeds Investor
New York
$1.94M +$298K +1,001 +19%
NWA
2900
Navis Wealth Advisors
New York
$1.94M +$457K +1,537 +33%

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.