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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
TPW
3526
Tiller Private Wealth
Pennsylvania
$960K +$2.08K +7 +0.2%
PCMC
3527
Paragon Capital Management (Colorado)
Colorado
$960K +$4.16K +14 +0.5%
OIS
3528
OneAscent Investment Solutions
Alabama
$958K -$10.4K -35 -1%
WWM
3529
Westwood Wealth Management
California
$958K +$40.2K +135 +5%
CWA
3530
Clearview Wealth Advisors
Oregon
$958K -$19.9K -67 -2%
DAM
3531
Diamant Asset Management
Connecticut
$957K +$56.5K +190 +7%
HFS
3532
Hughes Financial Services
Virginia
$957K +$595 +2 +0.1%
WIA
3533
Wealthedge Investment Advisors
New York
$955K +$34.2K +115 +4%
POIA
3534
Pin Oak Investment Advisors
Texas
$955K +$63.6K +214 +8%
DWM
3535
DecisionMap Wealth Management
Virginia
$955K +$5.95K +20 +0.7%
AWP
3536
Abacus Wealth Partners
California
$954K +$10.7K +36 +1%
AFA
3537
Allium Financial Advisors
Oregon
$954K -$892 -3 -0.1%
KAM
3538
KEB Asset Management
Illinois
$954K +$86.5K +291 +11%
WFS
3539
WealthGarden F.S.
California
$951K +$595 +2 +0.1%
PWMAI
3540
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$950K +$17K +57 +2%
JLBC
3541
J.L. Bainbridge & Co
Florida
$949K -$38.1K -128 -4%
GAA
3542
Global Assets Advisory
Florida
$948K +$892 +3 +0.1%
SSW
3543
Smith Shellnut Wilson
Mississippi
$947K +$311K +1,047 +54%
MMHP
3544
Murphy Middleton Hinkle & Parker
Georgia
$947K +$36K +121 +4%
AS
3545
Altshuler Shaham
Israel
$946K
PIC
3546
Portland Investment Counsel
Ontario, Canada
$946K
RSWA
3547
Robinson Smith Wealth Advisors
Maine
$946K
FGWP
3548
Founders Grove Wealth Partners
Virginia
$945K +$84.8K +285 +11%
HWA
3549
Hillcrest Wealth Advisors
New Jersey
$945K
AWA
3550
Aletheian Wealth Advisors
Washington
$944K -$17.5K -59 -2%

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.