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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
NCM
3226
Next Capital Management
New York
$1.33M -$1.62M -5,439 -56%
AWAP
3227
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.33M -$2.08K -7 -0.2%
TFG
3228
Taylor Financial Group
Virginia
$1.32M
BA
3229
Bluesphere Advisors
Pennsylvania
$1.32M +$11.3K +38 +0.9%
CWP
3230
Curated Wealth Partners
California
$1.32M -$108K -363 -8%
LK
3231
Lumbard & Kellner
New Hampshire
$1.32M
DWP
3232
Destiny Wealth Partners
Florida
$1.32M +$25.3K +85 +2%
GF
3233
GGM Financials
Ohio
$1.32M +$66K +222 +6%
SPWG
3234
Sage Private Wealth Group
Illinois
$1.32M -$86.5K -291 -7%
SPP
3235
Single Point Partners
Massachusetts
$1.32M -$188K -631 -13%
LC
3236
Landaas & Company
Wisconsin
$1.32M +$1.19K +4 +0.1%
SAM
3237
S.A. Mason
Michigan
$1.31M
GA
3238
GSG Advisors
New Jersey
$1.31M +$595 +2 +0%
BFS
3239
BridgePort Financial Solutions
Iowa
$1.31M +$171K +574 +16%
BA
3240
BCM Advisors
Louisiana
$1.31M
GA
3241
Goldstein Advisors
Wisconsin
$1.31M +$16.4K +55 +1%
OA
3242
Operose Advisors
Wisconsin
$1.31M -$66.9K -225 -5%
OBWP
3243
O'Brien Wealth Partners
Massachusetts
$1.31M +$878K +2,953 +248%
MIM
3244
Merrion Investment Management
New Jersey
$1.31M
EGWAG
3245
Elwood & Goetz Wealth Advisory Group
Georgia
$1.31M +$306K +1,028 +33%
RIS
3246
Retirement Income Solutions
Michigan
$1.3M +$9.52K +32 +0.8%
IAG
3247
Investment Advisory Group
Massachusetts
$1.3M +$3.57K +12 +0.3%
CMAI
3248
Capital Management Associates Inc
Minnesota
$1.3M +$297 +1 +0%
RA
3249
Riversedge Advisors
Delaware
$1.3M +$288K +970 +31%
KWM
3250
Kaydan Wealth Management
Michigan
$1.3M +$4.16K +14 +0.3%

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.