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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
RWM
3726
Reston Wealth Management
Virginia
$768K +$3.57K +12 +0.5%
PCM
3727
Prospera Capital Management
Arizona
$767K +$2.97K +10 +0.4%
APWA
3728
Atlas Private Wealth Advisors
New Jersey
$766K -$825K -2,773 -53%
BGAI
3729
Bruce G. Allen Investments
Colorado
$766K -$3.27K -11 -0.5%
BW
3730
Basepoint Wealth
Iowa
$765K -$54.4K -183 -7%
RCM
3731
Rockbridge Capital Management
Virginia
$765K
JC
3732
Jacobs & Co
California
$764K
IA
3733
Invested Advisors
Pennsylvania
$764K +$934K +3,141 New
RBC
3734
Roble Belko & Company
Pennsylvania
$763K -$21.1K -71 -3%
SAM
3735
Sequent Asset Management
Texas
$763K +$297 +1 +0%
WWP
3736
Wise Wealth Partners
Arizona
$762K
CWA
3737
Centennial Wealth Advisory
Michigan
$759K +$121K +407 +20%
PCP
3738
Panoramic Capital Partners
Oregon
$757K +$24.7K +83 +4%
TFA
3739
Tobias Financial Advisors
Florida
$756K +$96.4K +324 +16%
KFS
3740
Kurt F. Somerville
$755K +$119K +400 +20%
FA
3741
FDx Advisors
Illinois
$753K -$30.9K -104 -4%
RIA
3742
Richwood Investment Advisors
Ohio
$753K +$29.7K +100 +4%
NSG
3743
Nalls Sherbakoff Group
Tennessee
$752K
ECM
3744
Eisler Capital Management
United Kingdom
$751K -$25.8M -86,767 -97%
KC
3745
Knuff & Co
California
$747K
CWAF
3746
Core Wealth Advisors (Florida)
Florida
$746K +$183K +615 +35%
CWMGO
3747
Capstone Wealth Management Group (Oregon)
Oregon
$746K +$15.5K +52 +2%
TS
3748
Tamar Securities
California
$745K +$12.2K +41 +2%
SCI
3749
Silver Coast Investments
United States
$745K -$9.52K -32 -1%
GF
3750
Gimbal Financial
Indiana
$743K +$20.8K +70 +3%

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.