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
MWM
3551
Mindset Wealth Management
Indiana
$943K +$62.2K +209 +8%
FFWM
3552
Future Financial Wealth Management
Ohio
$942K
PIM
3553
Profit Investment Management
Maryland
$941K -$487K -1,639 -35%
BWM
3554
Brown Wealth Management
Illinois
$938K +$49.7K +167 +6%
MWP
3555
Meridian Wealth Partners
Pennsylvania
$936K -$728K -2,448 -45%
WFA
3556
WMG Financial Advisors
Tennessee
$936K +$17.3K +58 +2%
1WM
3557
1858 Wealth Management
Ohio
$936K -$88.6K -298 -9%
SP
3558
Symmetry Partners
Connecticut
$935K +$161K +540 +22%
SP
3559
Successful Portfolios
Florida
$935K +$21.4K +72 +2%
TC
3560
TAGStone Capital
North Carolina
$932K
PCM
3561
Payne Capital Management
New York
$931K +$61.9K +208 +8%
SC
3562
Sierra Capital
Florida
$931K -$155K -520 -15%
BDFN
3563
Bond & Devick Financial Network
Minnesota
$930K +$15.5K +52 +2%
MMCM
3564
Murphy & Mullick Capital Management
New York
$929K +$28K +94 +3%
ANBOT
3565
American National Bank of Texas
Texas
$927K +$874K +2,938 New
Axa
3566
Axa
France
$925K -$234M -787,000 -100%
CFC
3567
Coyle Financial Counsel
Illinois
$924K +$206K +693 +31%
RFA
3568
Reyes Financial Architecture
California
$922K -$117K -393 -12%
FFL
3569
Financial Freedom LLC
Ohio
$922K +$1.49K +5 +0.2%
EIM
3570
Essex Investment Management
Massachusetts
$922K
CA
3571
CapWealth Advisors
Tennessee
$921K -$5.06K -17 -0.6%
AFWM
3572
AMJ Financial Wealth Management
Virginia
$921K +$5.95K +20 +0.7%
CTWM
3573
Cherry Tree Wealth Management
Minnesota
$920K -$73.2K -246 -8%
RA
3574
Ruggaard & Associates
Ohio
$920K -$61K -205 -7%
WAG
3575
Wallace Advisory Group
California
$919K -$198K -666 -17%

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.