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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
IGGA
3751
Iron Gate Global Advisors
Utah
$743K -$33.9K -114 -5%
IA
3752
IMZ Advisory
Florida
$739K +$67.2K +226 +11%
PS
3753
Planned Solutions
California
$739K -$4.16K -14 -0.6%
KFS
3754
Kaizen Financial Strategies
California
$737K -$6.84K -23 -1%
KIC
3755
Keating Investment Counselors
Florida
$737K +$14.9K +50 +2%
IPW
3756
Intergy Private Wealth
Colorado
$736K -$31.2K -105 -4%
FCM
3757
Fourpath Capital Management
Oklahoma
$735K -$96.4K -324 -12%
IW
3758
Imprint Wealth
South Carolina
$735K +$693K +2,330 New
SFPG
3759
Stonebridge Financial Planning Group
Florida
$733K +$10.7K +36 +2%
GGI
3760
Godsey & Gibb Inc
Virginia
$732K -$5.35K -18 -0.8%
GRA
3761
Golden Road Advisors
Florida
$730K +$289K +973 +73%
SWM
3762
SFG Wealth Management
Maryland
$729K +$5.06K +17 +0.7%
WCM
3763
Wallace Capital Management
Texas
$729K -$21.7K -73 -3%
VAF
3764
Values Added Financial
District of Columbia
$729K -$90.7K -305 -12%
RIM
3765
Rockbridge Investment Management
New York
$728K -$52.9K -178 -7%
PMIA
3766
Patrick Mauro Investment Advisor
Illinois
$727K -$132K -443 -16%
FAFN
3767
First Affirmative Financial Network
Colorado
$727K -$78.8K -265 -10%
NI
3768
NDVR Inc
Massachusetts
$726K +$108K +364 +19%
KFP
3769
Kerr Financial Planning
California
$726K +$712K +2,393 New
PCMM
3770
Piedmont Capital Management (Montana)
Montana
$725K
PWA
3771
Physician Wealth Advisors
Utah
$724K +$122K +411 +22%
WW
3772
Westshore Wealth
California
$722K -$17.3K -58 -2%
Blackstone Inc
3773
Blackstone Inc
New York
$722K
MAP
3774
Moody Aldrich Partners
Massachusetts
$720K -$92.2K -310 -12%
FGI
3775
Foresight Global Investors
New York
$719K +$678K +2,278 New

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.