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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
PWM
3401
Puff Wealth Management
New Jersey
$1.11M +$65.4K +220 +7%
HC
3402
Hourglass Capital
Texas
$1.11M
CSF
3403
Capital Squared Financial
Maryland
$1.11M +$63.6K +214 +7%
PP
3404
Postrock Partners
Oregon
$1.1M
MWM
3405
Maltin Wealth Management
New Jersey
$1.1M +$3.87K +13 +0.4%
WI
3406
WJ Interests
Texas
$1.1M
FCM
3407
Firestone Capital Management
Florida
$1.1M +$3.57K +12 +0.3%
BFWM
3408
Bright Futures Wealth Management
New York
$1.1M +$1.04M +3,486 New
HNWA
3409
Henrickson Nauta Wealth Advisors
Michigan
$1.1M -$38.7K -130 -4%
HI
3410
Humankind Investments
New York
$1.1M -$38.1K -128 -4%
HCWM
3411
Hidden Cove Wealth Management
Washington
$1.09M +$154K +518 +18%
KWM
3412
KFG Wealth Management
Indiana
$1.09M +$30.9K +104 +3%
PFA
3413
Petra Financial Advisors
Colorado
$1.09M +$724K +2,434 +237%
MCA
3414
Millennium Capital Advisors
Arkansas
$1.09M -$89.2K -300 -8%
WCWM
3415
Willow Creek Wealth Management
California
$1.09M -$3.87K -13 -0.4%
BWM
3416
BankPlus Wealth Management
Mississippi
$1.09M -$26.5K -89 -3%
KPWG
3417
KFA Private Wealth Group
Virginia
$1.09M +$103K +346 +11%
IWA
3418
IVC Wealth Advisors
Pennsylvania
$1.09M +$34.2K +115 +3%
IIM
3419
Illumine Investment Management
Washington
$1.09M
LRIC
3420
Long Road Investment Counsel
Michigan
$1.08M
EWP
3421
Elevation Wealth Partners
California
$1.08M +$46.7K +157 +5%
FWP
3422
Firethorn Wealth Partners
Georgia
$1.08M +$24.4K +82 +2%
RWA
3423
Rooted Wealth Advisors
Illinois
$1.08M +$163K +548 +19%
BAM
3424
Bellevue Asset Management
Washington
$1.08M +$2.97K +10 +0.3%
CA
3425
Clune & Associates
Illinois
$1.08M +$75.8K +255 +8%

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.