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
EBA
3376
Eagle Bay Advisors
New York
$1.14M -$432K -1,452 -29%
RW
3377
Rede Wealth
Virginia
$1.14M +$37.5K +126 +4%
SWP
3378
Semus Wealth Partners
Florida
$1.14M -$20.5K -69 -2%
SI
3379
Stonekeep Investments
New Mexico
$1.14M +$1.78K +6 +0.2%
SC
3380
Summa Corp
Texas
$1.14M
TI
3381
Truepoint Inc
Ohio
$1.13M +$109K +368 +11%
GFWA
3382
Grey Fox Wealth Advisors
Delaware
$1.13M -$5.35K -18 -0.5%
CCG
3383
Coastwise Capital Group
California
$1.13M +$15.2K +51 +1%
TA
3384
TFB Advisors
Kansas
$1.13M -$837K -2,815 -43%
1W
3385
1776 Wealth
Georgia
$1.13M -$30K -101 -3%
MCM
3386
Magnolia Capital Management
New York
$1.13M
GCL
3387
Gouws Capital LLC
North Carolina
$1.13M +$41.6K +140 +4%
AWM
3388
Abound Wealth Management
Tennessee
$1.12M +$29.1K +98 +3%
MWM
3389
Mascoma Wealth Management
New Hampshire
$1.12M +$446K +1,500 +73%
LAM
3390
Lewis Asset Management
California
$1.12M +$208K +698 +24%
ONSWM
3391
Old North State Wealth Management
North Carolina
$1.12M +$71.7K +241 +7%
HIM
3392
Hanlon Investment Management
New Jersey
$1.12M +$241K +811 +30%
RC
3393
Rovin Capital
Arizona
$1.12M +$82.1K +276 +8%
DC
3394
Diametric Capital
Massachusetts
$1.11M +$1.05M +3,530 New
Fuller & Thaler Asset Management
3395
Fuller & Thaler Asset Management
California
$1.11M
GW
3396
Griffith & Werner
Georgia
$1.11M +$1.04M +3,508 New
ISFAN
3397
Investor's Fiduciary Advisor Network
Washington
$1.11M
AZ
3398
Alpha Zero
Florida
$1.11M +$68.1K +229 +7%
HIS
3399
Harvest Investment Services
Illinois
$1.11M +$156K +526 +18%
WFA
3400
Wellspring Financial Advisors
Ohio
$1.11M -$284K -956 -21%

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.