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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
BFWA
3076
Benchmark Financial Wealth Advisors
Florida
$1.61M -$1.19K -4 -0.1%
SCM
3077
Sterneck Capital Management
Missouri
$1.61M -$8.33K -28 -0.5%
CBUSF
3078
Construction & Building Unions Superannuation Fund
Australia
$1.61M -$268K -900 -15%
CSI
3079
Cross Staff Investments
New York
$1.61M -$23.8K -80 -2%
SOW
3080
State of Wyoming
Wyoming
$1.61M -$44.3K -149 -3%
WAM
3081
Weinberger Asset Management
California
$1.6M +$6.54K +22 +0.4%
BWCS
3082
Beirne Wealth Consulting Services
Connecticut
$1.6M +$901K +3,029 +149%
PCM
3083
Park Capital Management
Wisconsin
$1.6M -$39.6K -133 -3%
ECM
3084
Elgethun Capital Management
South Dakota
$1.59M +$58.3K +196 +4%
WF
3085
Womack Financial
Texas
$1.59M -$176K -592 -11%
V
3086
ViaWealth
Kansas
$1.59M -$15.5K -52 -1%
GPWA
3087
Great Point Wealth Advisors
Massachusetts
$1.59M +$1.5M +5,037 New
STA
3088
Smith Thornton Advisors
Alabama
$1.59M +$37.5K +126 +3%
GC
3089
Garde Capital
Washington
$1.59M +$12.8K +43 +0.9%
RRA
3090
Round Rock Advisors
Connecticut
$1.59M +$5.06K +17 +0.3%
ATFA
3091
All Terrain Financial Advisors
Minnesota
$1.59M -$150K -506 -9%
BAM
3092
Beaumont Asset Management
Texas
$1.59M +$1.19K +4 +0.1%
CWA
3093
CJM Wealth Advisers
Virginia
$1.58M +$336K +1,131 +29%
BWM
3094
Bulltick Wealth Management
Florida
$1.58M -$706K -2,373 -32%
DM
3095
Delphi Management
Massachusetts
$1.58M -$124K -417 -8%
OPW
3096
Oxler Private Wealth
New York
$1.58M +$6.25K +21 +0.4%
BAM
3097
Bayview Asset Management
Florida
$1.58M -$1.19M -4,000 -44%
HP
3098
Holowesko Partners
Bahamas
$1.58M
JC
3099
JBF Capital
Colorado
$1.58M
FIA
3100
FNY Investment Advisers
New York
$1.58M -$520K -1,750 -26%

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.