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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
SBWIC
3901
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K
IFA
3902
Index Fund Advisors
California
$616K +$160K +538 +38%
MWA
3903
MN Wealth Advisors
Kansas
$616K +$21.4K +72 +4%
VEA
3904
Virtus ETF Advisers
New York
$615K -$341K -1,146 -37%
IWA
3905
Inspirion Wealth Advisors
Illinois
$614K -$483K -1,623 -36%
SWM
3906
Selective Wealth Management
Virginia
$614K -$81.5K -274 -12%
PWA
3907
Provenance Wealth Advisors
Florida
$613K
TWA
3908
Tandem Wealth Advisors
Arizona
$612K -$92.2K -310 -14%
DO
3909
denkapparat Operations
Germany
$611K -$336K -1,130 -37%
LFGO
3910
Legacy Financial Group (Oklahoma)
Oklahoma
$610K -$9.52K -32 -2%
RK
3911
Rather & Kittrell
Tennessee
$608K +$135K +455 +31%
BCM
3912
Banyan Capital Management
Georgia
$606K +$571K +1,920 New
CP
3913
Castleview Partners
Texas
$605K -$71.1K -239 -11%
BAM
3914
Bosun Asset Management
Illinois
$599K
JAA
3915
Joel Adams & Associates
North Carolina
$599K
CL
3916
CVFG LLC
Indiana
$598K +$30K +101 +6%
PWP
3917
Parkwoods Wealth Partners
New York
$598K +$13.1K +44 +2%
CWA
3918
CogentBlue Wealth Advisors
Tennessee
$598K +$15.2K +51 +3%
RFG
3919
REAP Financial Group
Texas
$598K +$32.7K +110 +6%
NWMP
3920
Noble Wealth Management PBC
Colorado
$597K +$563K +1,893 New
TCM
3921
Tradewinds Capital Management
Washington
$597K +$258K +868 +85%
GCM
3922
Garland Capital Management
Washington
$596K -$1.84M -6,180 -77%
HWM
3923
HFR Wealth Management
New York
$596K
SA
3924
Stewardship Advisors
Pennsylvania
$596K +$595 +2 +0.1%
DWAM
3925
Duncan Williams Asset Management
Tennessee
$596K -$2.68K -9 -0.5%

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.