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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
HBWM
3276
Hollow Brook Wealth Management
New York
$1.26M +$420K +1,411 +54%
ACM
3277
Advance Capital Management
Michigan
$1.26M +$59.2K +199 +5%
CWM
3278
Challenger Wealth Management
California
$1.26M -$135K -453 -10%
WDA
3279
Wendell David Associates
New Hampshire
$1.26M
GA
3280
Greenhaven Associates
New York
$1.26M -$297K -1,000 -20%
PAS
3281
Parsonex Advisory Services
Colorado
$1.26M -$595 -2 -0.1%
FA
3282
Fedenia Advisers
Wisconsin
$1.26M +$392K +1,318 +49%
ML
3283
Mayport LLC
Massachusetts
$1.26M +$41K +138 +4%
SGWM
3284
Sterling Group Wealth Management
California
$1.26M +$297 +1 +0%
FWP
3285
Fiduciary Wealth Partners
Massachusetts
$1.26M +$685K +2,302 +137%
ACM
3286
Ardent Capital Management
Ohio
$1.26M -$595 -2 -0.1%
THL
3287
Tillman Hartley LLC
Colorado
$1.25M -$9.22K -31 -0.8%
SDAM
3288
Shulman DeMeo Asset Management
New York
$1.25M -$5.95K -20 -0.5%
LWM
3289
LeConte Wealth Management
Tennessee
$1.25M +$232K +781 +24%
SIAG
3290
Safeguard Investment Advisory Group
California
$1.25M -$10.7K -36 -0.9%
NIA
3291
NBZ Investment Advisors
Tennessee
$1.25M -$11K -37 -0.9%
RGC
3292
Roberts, Glore & Co
Illinois
$1.25M -$69K -232 -6%
GG
3293
GenWealth Group
New Jersey
$1.25M -$14K -47 -1%
AFW
3294
Avantra Family Wealth
Pennsylvania
$1.25M
HCP
3295
Hardin Capital Partners
South Carolina
$1.25M +$11K +37 +0.9%
RTC
3296
Riverview Trust Company
Washington
$1.24M
MSWMA
3297
Market Street Wealth Management Advisors
Indiana
$1.24M +$5.35K +18 +0.5%
BCM
3298
BluePath Capital Management
Georgia
$1.24M +$67.2K +226 +6%
WA1
3299
Wimmer Associates 1
California
$1.24M
WSWA
3300
Warren Street Wealth Advisors
California
$1.23M -$1.49K -5 -0.1%

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.