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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
BWA
3426
BlueSky Wealth Advisors
North Carolina
$1.08M -$12.5K -42 -1%
OWM
3427
OneAscent Wealth Management
Alabama
$1.08M +$11.9K +40 +1%
QPW
3428
Quantum Private Wealth
Florida
$1.08M
BFA
3429
Buttonwood Financial Advisors
Maryland
$1.08M -$11.6K -39 -1%
MWA
3430
Motive Wealth Advisors
Michigan
$1.07M -$30.9K -104 -3%
PA
3431
Persium Advisors
Georgia
$1.07M -$18.7K -63 -2%
LA
3432
Lifeworks Advisors
Michigan
$1.07M -$17K -57 -2%
CCM
3433
Charter Capital Management
Wisconsin
$1.07M +$9.52K +32 +0.9%
BI
3434
Beckerman Institutional
New Jersey
$1.07M +$297K +999 +42%
NWMG
3435
National Wealth Management Group
Ohio
$1.07M -$132K -445 -12%
JF
3436
Joule Financial
Kentucky
$1.07M -$56.5K -190 -5%
NWM
3437
Nova Wealth Management
Florida
$1.07M -$136K -458 -12%
NFTC
3438
North Forty Two & Co
Oregon
$1.07M -$7.43K -25 -0.7%
TCOO
3439
Trust Company of Oklahoma
Oklahoma
$1.07M +$74.4K +250 +8%
DSAM
3440
Dock Street Asset Management
Florida
$1.07M -$35.4K -119 -3%
TI
3441
Truxt Investmentos
Brazil
$1.07M +$1M +3,379 New
ACA
3442
Ackerman Capital Advisors
Texas
$1.07M
TFG
3443
Tilson Financial Group
New Jersey
$1.06M +$649K +2,181 +183%
SP
3444
SIH Partners
Delaware
$1.06M +$1M +3,374 New
LFA
3445
Laraway Financial Advisors
Minnesota
$1.06M -$595 -2 -0.1%
NRI
3446
NFP Retirement Inc
California
$1.06M -$177K -594 -15%
ACA
3447
American Capital Advisory
Idaho
$1.06M -$65.4K -220 -6%
ACC
3448
Acorn Creek Capital
Colorado
$1.06M +$29.1K +98 +3%
BTC
3449
Bank & Trust Company
Illinois
$1.06M
GWM
3450
Glass Wealth Management
Texas
$1.06M +$297 +1 +0%

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.