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
PW
3126
Paladin Wealth
Minnesota
$1.53M -$52K -175 -3%
M
3127
MATAURO
New York
$1.52M +$772K +2,596 +117%
CB
3128
Centennial Bank
Arkansas
$1.52M -$1.29M -4,354 -47%
MCM
3129
Mattern Capital Management
Colorado
$1.52M +$104K +350 +8%
LWL
3130
Leo Wealth LLC
Texas
$1.52M -$1.47M -4,950 -51%
IAG
3131
Ipsen Advisor Group
Arkansas
$1.51M -$58.9K -198 -4%
RPCONE
3132
Retirement Planning Company of New England
Rhode Island
$1.51M +$27.1K +91 +2%
SSCM
3133
Spectrum Strategic Capital Management
Oregon
$1.51M -$26.2K -88 -2%
RWI
3134
Red Wave Investments
Pennsylvania
$1.51M -$4.16K -14 -0.3%
HSG
3135
Helen Stephens Group
Texas
$1.51M -$4.76K -16 -0.3%
PPW
3136
Pasadena Private Wealth
California
$1.51M -$12.2K -41 -0.8%
MAG
3137
MRA Advisory Group
New Jersey
$1.51M -$14K -47 -1%
WCFA
3138
Walkner Condon Financial Advisors
Wisconsin
$1.51M +$150K +504 +12%
NED
3139
Nancy E. Dempze
$1.5M
TA
3140
Tectonic Advisors
Texas
$1.5M -$186K -625 -12%
MFG
3141
Mainsail Financial Group
Washington
$1.5M +$53.8K +181 +4%
BP
3142
BWM Planning
Texas
$1.5M +$40.2K +135 +3%
TA
3143
TrueWealth Advisors
Alabama
$1.49M -$45.5K -153 -3%
WWMSC
3144
Wagner Wealth Management (South Carolina)
South Carolina
$1.49M -$3.27K -11 -0.2%
FP
3145
Fiduciary Planning
Florida
$1.49M +$1.78K +6 +0.1%
LRIA
3146
Leonard Rickey Investment Advisors
Washington
$1.48M -$2.08K -7 -0.1%
EAM
3147
Evanson Asset Management
California
$1.48M -$289K -971 -17%
FF
3148
Francis Financial
$1.48M +$126K +424 +14%
LIM
3149
Longfellow Investment Management
Massachusetts
$1.48M -$27.7K -93 -2%
PCP
3150
Proficio Capital Partners
Massachusetts
$1.48M -$6.78M -22,786 -83%

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.