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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
SOAG
3951
Silver Oak Advisory Group
Oregon
$583K -$72K -242 -12%
CCP
3952
Cushing Capital Partners
Wisconsin
$582K -$73.5K -247 -12%
GFA
3953
Gladwyn Financial Advisors
Virginia
$582K +$595 +2 +0.1%
EA
3954
Echo45 Advisors
California
$581K -$7.43K -25 -1%
BAWM
3955
Bennett Associates Wealth Management
Pennsylvania
$581K +$11.6K +39 +2%
DWM
3956
Denver Wealth Management
Colorado
$580K -$1.78K -6 -0.3%
ACM
3957
Aquatic Capital Management
Illinois
$578K +$545K +1,833 New
SC
3958
Schiavi & Co
Delaware
$577K -$1.19K -4 -0.2%
SFS
3959
Sharp Financial Services
Pennsylvania
$576K +$36.9K +124 +7%
ARMT
3960
Amica Retiree Medical Trust
Rhode Island
$575K
FIC
3961
Family Investment Center
Missouri
$574K -$86.8K -292 -14%
AFA
3962
American Financial Advisors
Georgia
$573K +$7.73K +26 +1%
MFA
3963
Morling Financial Advisors
California
$572K -$38.1K -128 -7%
BF
3964
Brogan Financial
Tennessee
$572K +$5.95K +20 +1%
HA
3965
Helium Advisors
Washington
$572K -$706K -2,373 -57%
BOSSRA
3966
B.O.S.S. Retirement Advisors
Utah
$571K +$27.4K +92 +5%
BFAG
3967
Blackston Financial Advisory Group
Florida
$571K +$14.6K +49 +3%
LFP
3968
Leeward Financial Partners
Washington
$571K -$2.97K -10 -0.5%
WWM
3969
WT Wealth Management
Arizona
$569K -$31.2K -105 -6%
JWM
3970
Jupiter Wealth Management
Colorado
$569K
PFA
3971
Presper Financial Architects
Ohio
$568K -$65.7K -221 -11%
TFA
3972
Toth Financial Advisory
Virginia
$565K +$892 +3 +0.2%
SHJ
3973
Sharkey, Howes & Javer
Colorado
$563K +$10.1K +34 +2%
FWM
3974
FSA Wealth Management
Massachusetts
$562K -$119K -400 -18%
MPCL
3975
My Personal CFO LLC
Washington
$561K -$337K -1,132 -39%

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.