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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
HIS
4001
Horizon Investment Services
Indiana
$544K +$88.3K +297 +21%
KL
4002
KWMG LLC
Kansas
$543K +$7.73K +26 +2%
DWA
4003
Delta Wealth Advisors
Indiana
$542K
BGA
4004
Battery Global Advisors
Massachusetts
$542K +$297 +1 +0.1%
APW
4005
Axim Planning & Wealth
Ohio
$542K -$27.4K -92 -5%
RAG
4006
RIA Advisory Group
Iowa
$541K -$36.9K -124 -7%
AWC
4007
Adamsbrown Wealth Consultants
Kansas
$541K +$31.2K +105 +7%
NFW
4008
Noble Family Wealth
Florida
$541K +$228K +765 +81%
HWM
4009
Hobbs Wealth Management
Indiana
$539K +$58K +195 +13%
SCA
4010
Sage Capital Advisors
South Dakota
$538K -$139K -468 -22%
WWM
4011
Wiser Wealth Management
Georgia
$538K +$57.7K +194 +13%
NPI
4012
New Perspectives Inc
Mississippi
$537K
RLIM
4013
Red Lighthouse Investment Management
New York
$535K +$1.78K +6 +0.4%
JGIA
4014
Jackson Grant Investment Advisers
Connecticut
$535K +$1.19K +4 +0.2%
EWA
4015
Emergent Wealth Advisors
New York
$535K +$1.78K +6 +0.4%
WLIM
4016
White Lighthouse Investment Management
Massachusetts
$535K -$63.9K -215 -11%
AFO
4017
Allie Family Office
Florida
$533K
FFS
4018
Fortress Financial Solutions
Arizona
$533K +$271K +910 +117%
EMC
4019
Everest Management Corp
California
$532K +$14.6K +49 +3%
VCM
4020
Virtue Capital Management
Tennessee
$530K -$2.47M -8,304 -92%
FSBI
4021
Fearless Solutions (Best Invest)
Texas
$530K +$2.97K +10 +0.6%
GAMC
4022
Garner Asset Management Corp
Texas
$530K +$595 +2 +0.1%
CWMGP
4023
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K +$87.4K +294 +21%
HFRG
4024
Houlihan Financial Resource Group
Virginia
$528K -$20.5K -69 -4%
AWP
4025
Avid Wealth Partners
Texas
$528K +$29.4K +99 +6%

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.