We are live on ! Find out more
JPM icon

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
FWMP
3976
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$561K -$27.4K -92 -5%
LODC
3977
Lanham O'Dell & Company
West Virginia
$560K +$1.49K +5 +0.3%
CFO
3978
Custos Family Office
Texas
$560K +$50K +168 +10%
WFS
3979
Walker Financial Services
Kentucky
$560K +$297 +1 +0.1%
TWP
3980
Tower Wealth Partners
Pennsylvania
$559K -$70.2K -236 -12%
PWMG
3981
Private Wealth Management Group
New Jersey
$556K
LWA
3982
Ledgewood Wealth Advisors
New Hampshire
$555K
HWMC
3983
Heritage Wealth Management (California)
California
$555K +$8.03K +27 +2%
CCP
3984
Carmel Capital Partners
California
$555K -$729K -2,451 -58%
HIA
3985
HTG Investment Advisors
Connecticut
$555K -$408K -1,372 -44%
PW
3986
Potentia Wealth
California
$555K
R
3987
Rebalance
California
$554K -$35.4K -119 -6%
GWSA
3988
Global Wealth Strategies & Associates
Colorado
$553K +$142K +478 +37%
EAM
3989
Everstar Asset Management
North Carolina
$553K -$49.1K -165 -9%
FAN
3990
Financial Advisors Network
California
$552K -$23.5K -79 -4%
JCIA
3991
Jackson Creek Investment Advisors
Colorado
$552K -$150K -503 -22%
SWMG
3992
Sanchez Wealth Management Group
Florida
$551K +$297 +1 +0.1%
AMG
3993
Asset Management Group
Connecticut
$551K +$2.08K +7 +0.4%
WPA
3994
Wealth Preservation Advisors
Tennessee
$550K -$1.19K -4 -0.2%
NRWA
3995
North Ridge Wealth Advisors
Oregon
$548K
IWP
3996
Innova Wealth Partners
Pennsylvania
$547K +$14K +47 +3%
PWM
3997
Power Wealth Management
Georgia
$546K
EFG
3998
Elm3 Financial Group
Georgia
$546K +$28.6K +96 +6%
GA
3999
Gordian Advisors
Arizona
$545K
HKIMG
4000
Hutchens & Kramer Investment Management Group
Indiana
$545K -$25.6K -86 -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.