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
FC
3001
Financial Consulate
Maryland
$1.74M +$1.64M +5,511 New
PWAC
3002
Private Wealth Advisors (California)
California
$1.74M -$2.97K -10 -0.2%
BAM
3003
BOCHK Asset Management
Hong Kong
$1.73M +$744K +2,500 +83%
BF
3004
Baring Financial
Washington
$1.73M -$7.14K -24 -0.4%
BWA
3005
Burt Wealth Advisors
Maryland
$1.73M -$19K -64 -1%
PAS
3006
PKS Advisory Services
New York
$1.73M +$33.6K +113 +2%
HFA
3007
Hutchinson Financial Advisors
Virginia
$1.73M +$37.8K +127 +2%
CB
3008
Cooke & Bieler
Pennsylvania
$1.73M -$49.6M -166,836 -97%
VAM
3009
Virtue Asset Management
Illinois
$1.73M +$1.63M +5,471 New
SPWM
3010
Spartan Planning & Wealth Management
North Carolina
$1.72M +$2.38K +8 +0.1%
ES
3011
Eagle Strategies
New York
$1.72M +$7.14K +24 +0.4%
AA
3012
AJ Advisors
Tennessee
$1.72M -$254K -854 -14%
HCA
3013
Heck Capital Advisors
Wisconsin
$1.72M -$184K -617 -10%
SIC
3014
Sage Investment Counsel
Tennessee
$1.72M -$2.97K -10 -0.2%
JCM
3015
Jacobsen Capital Management
Utah
$1.72M +$38.1K +128 +2%
FFL
3016
Future Fund LLC
Illinois
$1.71M +$323K +1,085 +25%
CCA
3017
Cravens & Co Advisors
Tennessee
$1.71M -$5.06K -17 -0.3%
GSAM
3018
Grant Street Asset Management
Pennsylvania
$1.71M +$16.4K +55 +1%
WWC
3019
Waypoint Wealth Counsel
Georgia
$1.7M -$227K -764 -12%
RL
3020
Rogco LP
Oklahoma
$1.7M -$197K -661 -11%
LAS
3021
LWM Advisory Services
Florida
$1.7M +$40.4K +136 +3%
OFS
3022
Oldfather Financial Services
Nebraska
$1.7M +$10.4K +35 +0.7%
CAIMH
3023
Central Asset Investments & Management Holdings
Hong Kong
$1.7M -$35.4K -119 -2%
LAI
3024
Legal Advantage Investments
California
$1.7M
SSA
3025
Schonfeld Strategic Advisors
New York
$1.69M -$3.9M -13,102 -71%

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.