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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
WWA
3776
Wisconsin Wealth Advisors
Wisconsin
$718K +$18.7K +63 +3%
4A
3777
4Wealth Advisors
Illinois
$717K +$5.35K +18 +0.8%
SA
3778
Sonoma Allocations
California
$716K +$713K +2,398 New
BHWM
3779
Beaird Harris Wealth Management
Texas
$715K +$44K +148 +7%
RPGNY
3780
Retirement Planning Group (New York)
New York
$715K +$2.38K +8 +0.4%
ICM
3781
Intrepid Capital Management
Florida
$714K +$22.3K +75 +3%
PI
3782
Parkside Investments
Illinois
$709K -$28.3K -95 -4%
WP
3783
Waycross Partners
Kentucky
$709K
MCM
3784
M1 Capital Management
Michigan
$708K +$3.87K +13 +0.6%
AIA
3785
Arbor Investment Advisors
North Carolina
$707K -$194K -652 -23%
SM
3786
Sensible Money
Arizona
$706K
SFC
3787
Sprinkle Financial Consultants
Colorado
$705K +$5.35K +18 +0.8%
WCM
3788
Wealthcare Capital Management
Virginia
$703K +$440K +1,480 +198%
CGH
3789
CMG Global Holdings
Texas
$702K -$30.6K -103 -4%
KWA
3790
Kellett Wealth Advisors
Ohio
$702K +$7.73K +26 +1%
DHC
3791
Drum Hill Capital
Connecticut
$702K -$15.5K -52 -2%
EMAM
3792
Encompass More Asset Management
California
$701K -$20.5K -69 -3%
STB
3793
S&T Bank
Pennsylvania
$699K +$1.49K +5 +0.2%
EA
3794
Efficient Advisors
Ohio
$698K +$658K +2,214 New
WA
3795
Waterford Advisors
New York
$698K -$1.09M -3,663 -62%
RAS
3796
RPS Advisory Solutions
Kentucky
$697K +$36.9K +124 +6%
AWP
3797
Axis Wealth Partners
Rhode Island
$697K +$25.9K +87 +4%
AR
3798
Apeiron RIA
Texas
$696K +$37.8K +127 +6%
SCA
3799
Southern Capital Advisors
Tennessee
$696K +$297 +1 +0%
TPWA
3800
Twin Peaks Wealth Advisors
California
$695K +$19K +64 +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.