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JPMorgan Chase
JPM

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: 4,743 → 4,755 (+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: 949 → 920 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.15B
2
BlackRock
BlackRock
New York
+$983M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.99B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.8B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
3251
Blake Schutter Theil Wealth Advisors
Ohio
$1.3M -$94K -316 -7%
CSWG
3252
Cardinal Strategic Wealth Guidance
Kentucky
$1.3M – – –
NFP
3253
Narus Financial Partners
Utah
$1.3M +$13.1K +44 +1%
BOM
3254
Bank of Marin
California
$1.29M +$53.8K +181 +5%
CC
3255
Carlson Capital
Texas
$1.29M +$1.22M +4,100 New
DWS
3256
Discipline Wealth Solutions
South Carolina
$1.29M – – –
DIA
3257
Davidson Investment Advisors
Montana
$1.29M – – –
RHDIC
3258
R.H. Dinel Investment Counsel
California
$1.29M -$37.2K -125 -3%
BW
3259
Balance Wealth
Ohio
$1.29M +$54.1K +182 +5%
MWS
3260
MFA Wealth Services
California
$1.29M +$12.5K +42 +1%
GCM
3261
Gibraltar Capital Management
Oklahoma
$1.29M -$44.6K -150 -4%
CWA
3262
CM Wealth Advisors
Ohio
$1.29M – – –
PA
3263
Probity Advisors
Texas
$1.29M -$110K -371 -8%
EWM
3264
Elite Wealth Management
Washington
$1.29M +$982K +3,302 +427%
TFGT
3265
TS Financial Group (TSFG)
Illinois
$1.28M +$31.5K +106 +3%
TIM
3266
Tikehau Investment Management
France
$1.28M – – –
DBRC
3267
D.B. Root & Company
Pennsylvania
$1.28M -$62.8K -211 -5%
TWM
3268
Tripletail Wealth Management
Florida
$1.28M +$118K +396 +11%
GWAG
3269
Garrett Wealth Advisory Group
Texas
$1.28M +$892 +3 +0.1%
CWA
3270
Consilio Wealth Advisors
Washington
$1.28M +$31.2K +105 +3%
EA
3271
Emerald Advisors
Washington
$1.27M +$35.1K +118 +3%
HFS
3272
Hopwood Financial Services
Virginia
$1.27M -$4.46K -15 -0.4%
DAM
3273
Doheny Asset Management
California
$1.27M – – –
FWA
3274
Flagship Wealth Advisors
Massachusetts
$1.27M +$115K +386 +11%
MAG
3275
M3 Advisory Group
Massachusetts
$1.27M +$11.9K +40 +1%
129 130
131
132 133

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.