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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
WA
3676
Wealthstar Advisors
Texas
$823K +$40.2K +135 +5%
CCA
3677
Coign Capital Advisors
Utah
$820K -$75.5K -254 -9%
WI
3678
WBI Investments
New Jersey
$819K +$772K +2,595 New
TCM
3679
Tuttle Capital Management
Connecticut
$818K
ETS
3680
ESL Trust Services
New York
$817K +$5.35K +18 +0.7%
PFG
3681
Prospect Financial Group
Virginia
$815K
WFC
3682
Western Financial Corp
California
$814K -$17.8K -60 -2%
PDM
3683
Penn Davis McFarland
Texas
$814K
LSA
3684
Lansing Street Advisors
Pennsylvania
$812K +$74.4K +250 +11%
PIN
3685
Prudent Investors Network
California
$812K +$301K +1,011 +65%
FZCM
3686
Flynn Zito Capital Management
New York
$810K -$44.9K -151 -6%
BRA
3687
Bender Robert & Associates
California
$809K -$1.49K -5 -0.2%
IPA
3688
Investment Planning Advisors
Georgia
$808K +$328K +1,104 +76%
BFG
3689
Birch Financial Group
New Hampshire
$808K +$123K +414 +19%
KAM
3690
Knightsbridge Asset Management
California
$806K +$207K +695 +37%
CWM
3691
CCG Wealth Management
California
$803K +$179K +603 +31%
KWM
3692
KW Wealth Management
California
$803K +$757K +2,545 New
CWM
3693
Cahaba Wealth Management
Georgia
$803K +$13.4K +45 +2%
BCM
3694
Boreal Capital Management
Florida
$802K +$30.6K +103 +4%
OPPS
3695
Obsidian Personal Planning Solutions
Maryland
$801K +$10.4K +35 +1%
ASG
3696
Ariston Services Group
California
$800K -$72K -242 -9%
API
3697
Asset Planning Inc
California
$799K +$1.49K +5 +0.2%
SDH
3698
Sloy Dahl & Holst
Washington
$798K -$10.4K -35 -1%
AFIA
3699
America First Investment Advisors
Nebraska
$798K
SFG
3700
SNS Financial Group
Minnesota
$797K

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.