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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
HIW
3651
Holos Integrated Wealth
Pennsylvania
$843K -$37.8K -127 -4%
KBG
3652
Kahn Brothers Group
New York
$842K -$31.8K -107 -4%
AIA
3653
Accelerate Investment Advisors
California
$841K -$8.92K -30 -1%
HA
3654
HC Advisors
Georgia
$841K +$1.78K +6 +0.2%
VWA
3655
VSM Wealth Advisory
Maryland
$840K -$88.9K -299 -10%
FFG
3656
Fortress Financial Group
Minnesota
$839K +$3.57K +12 +0.5%
CWM
3657
Cherrydale Wealth Management
New Jersey
$837K
NICM
3658
Neo Ivy Capital Management
New York
$835K +$295K +991 +60%
GB
3659
Goepper Burkhardt
South Carolina
$835K -$1.19K -4 -0.2%
CW
3660
Code Waechter
Florida
$834K -$13.1K -44 -2%
LBC
3661
Leigh Baldwin & Co
New York
$834K -$32.1K -108 -4%
MWM
3662
Melfa Wealth Management
Massachusetts
$833K -$7.43K -25 -0.9%
BAS
3663
Breakthru Advisory Services
Wisconsin
$832K +$785K +2,638 New
NIWA
3664
New Insight Wealth Advisors
California
$832K -$45.5K -153 -5%
WCM
3665
Wedge Capital Management
North Carolina
$831K
SFC
3666
Swisher Financial Concepts
Ohio
$831K
GWM
3667
Gitterman Wealth Management
New Jersey
$829K +$14.9K +50 +2%
BBA
3668
Braun-Bostich & Associates
Pennsylvania
$829K -$38.4K -129 -5%
GSIS
3669
Global Strategic Investment Solutions
Arizona
$828K -$22.9K -77 -3%
RIM
3670
Rakuten Investment Management
Japan
$828K +$10.7M +35,983 New
TA
3671
Tactive Advisors
Florida
$827K +$43.1K +145 +6%
QIM
3672
Quantitative Investment Management
Virginia
$825K -$6.59M -22,159 -89%
TFO
3673
Tarbox Family Office
California
$825K -$2.68K -9 -0.3%
CIA
3674
Caerus Investment Advisors
Texas
$824K +$440K +1,479 +131%
CCC
3675
Compass Capital Corp
Massachusetts
$824K

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.