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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
PGWM
3801
Pitti Group Wealth Management
New York
$695K -$95.8K -322 -13%
WI
3802
Wedgewood Investors
Pennsylvania
$695K -$7.43K -25 -1%
IFO
3803
Independent Family Office
New York
$694K
CPW
3804
Catalyst Private Wealth
California
$694K +$27.7K +93 +4%
SM
3805
Stonegate Management
Illinois
$694K +$654K +2,200 New
BAMG
3806
Brand Asset Management Group
Missouri
$692K +$10.4K +35 +2%
DWM
3807
Darwin Wealth Management
Florida
$691K +$5.65K +19 +0.9%
RC
3808
Rexford Capital
Texas
$690K +$9.81K +33 +2%
VCWA
3809
Vanguard Capital Wealth Advisors
Colorado
$690K +$892 +3 +0.1%
LIA
3810
Luken Investment Analytics
Tennessee
$689K
BWS
3811
Broadway Wealth Solutions
Texas
$689K -$38.7K -130 -6%
HIF
3812
Hill Island Financial
Michigan
$689K -$2.08K -7 -0.3%
BBWP
3813
Beacon Bridge Wealth Partners
Pennsylvania
$689K +$19.3K +65 +3%
MFS
3814
McNamara Financial Services
Massachusetts
$688K
RP
3815
Riverwater Partners
Wisconsin
$687K -$7.14K -24 -1%
BWM
3816
BCS Wealth Management
Tennessee
$686K -$262K -880 -29%
IVP
3817
Intrinsic Value Partners
Arizona
$686K -$2.97K -10 -0.5%
CCA
3818
Catalyst Capital Advisors
New York
$685K +$107K +359 +20%
SRWM
3819
Shira Ridge Wealth Management
California
$685K +$25K +84 +4%
Renaissance Technologies
3820
Renaissance Technologies
New York
$684K +$26.5K +89 +4%
AFS
3821
Anderson Financial Strategies
Ohio
$682K
NC
3822
NovaPoint Capital
Georgia
$682K +$643K +2,161 New
RSF
3823
Rik Saylor Financial
Ohio
$680K +$1.49K +5 +0.2%
FPW
3824
Flywheel Private Wealth
California
$680K -$50.6K -170 -7%
GPW
3825
Genesis Private Wealth
Virginia
$680K +$1.19K +4 +0.2%

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.