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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
RFW
3051
Rainier Family Wealth
Washington
$1.65M -$155K -520 -9%
HWM
3052
Horizon Wealth Management
Illinois
$1.65M -$1.19K -4 -0.1%
ML
3053
McAdam LLC
Pennsylvania
$1.65M +$71.4K +240 +5%
RFS
3054
Richardson Financial Services
Massachusetts
$1.65M +$50.6K +170 +3%
AWA
3055
A4 Wealth Advisors
North Carolina
$1.65M +$1.55M +5,228 New
KWM
3056
Keebeck Wealth Management
Illinois
$1.65M +$117K +392 +8%
FPW
3057
Fairvoy Private Wealth
Alabama
$1.65M -$49.7K -167 -3%
SCM
3058
Stevens Capital Management
Pennsylvania
$1.64M -$293K -984 -16%
LWM
3059
Lionsbridge Wealth Management
Florida
$1.64M +$22.3K +75 +1%
SL
3060
Salomon & Ludwin
Virginia
$1.64M +$114K +384 +8%
AMCA
3061
Arthur M. Cohen & Associates
Illinois
$1.64M -$9.22K -31 -0.6%
HWMG
3062
Hurlow Wealth Management Group
Indiana
$1.64M -$189K -634 -11%
DWM
3063
Dogwood Wealth Management
Kansas
$1.63M -$253K -849 -14%
MWP
3064
Madison Wealth Partners
Wisconsin
$1.63M -$28.8K -97 -2%
GAA
3065
Guardian Asset Advisors
Pennsylvania
$1.63M +$1.78K +6 +0.1%
LIA
3066
LS Investment Advisors
Michigan
$1.63M -$3.09M -10,404 -67%
DG
3067
DMC Group
Alabama
$1.63M -$3.87K -13 -0.3%
SIG
3068
Spinnaker Investment Group
California
$1.62M +$72K +242 +5%
CNTOF
3069
Canandaigua National Trust of Florida
New York
$1.62M -$33.9K -114 -2%
UWP
3070
Uniting Wealth Partners
Kansas
$1.62M +$551K +1,854 +56%
BSG
3071
Black Swift Group
Colorado
$1.62M -$178K -600 -10%
EWS
3072
Evergreen Wealth Solutions
Pennsylvania
$1.62M -$9.22K -31 -0.6%
NCTC
3073
New Covenant Trust Company
Indiana
$1.62M -$244K -819 -14%
WAM
3074
Wallington Asset Management
Indiana
$1.62M +$42.2K +142 +3%
HIG
3075
Heritage Investment Group
Florida
$1.61M +$71.4K +240 +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.