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
IPW
4026
IronBridge Private Wealth
Texas
$528K +$2.08K +7 +0.4%
JRFS
4027
James Reed Financial Services
Ohio
$527K +$95.5K +321 +24%
PFG
4028
Putney Financial Group
California
$526K +$18.4K +62 +4%
LD
4029
Lipe & Dalton
New York
$525K
NRW
4030
Nova R Wealth
Kansas
$524K +$59.8K +201 +14%
ICMM
4031
Integrated Capital Management (Michigan)
Michigan
$524K -$5.35K -18 -1%
GCA
4032
Genesee Capital Advisors
New York
$524K +$1.78K +6 +0.4%
GCP
4033
Gill Capital Partners
Colorado
$522K -$83.3K -280 -14%
CS
4034
CapitalatWork SA
$522K
GFL
4035
Granite FO LLC
New Hampshire
$521K
SIS
4036
Strategic Investment Solutions
Illinois
$521K -$26.2K -88 -5%
BWP
4037
BlueStem Wealth Partners
Minnesota
$521K +$32.1K +108 +7%
HWP
4038
Hibernia Wealth Partners
Louisiana
$521K -$603K -2,029 -55%
TLA
4039
Tanglewood Legacy Advisors
Texas
$519K
KIM
4040
Kane Investment Management
California
$519K +$489K +1,644 New
MWA
4041
Muirfield Wealth Advisors
North Carolina
$518K +$17K +57 +4%
IWN
4042
Independent Wealth Network
Iowa
$517K +$3.87K +13 +0.8%
AIFAIM
4043
American Institute for Advanced Investment Management
Arizona
$517K
KCIC
4044
Kuhn & Co Investment Counsel
Illinois
$516K -$345K -1,159 -41%
QP
4045
Quartz Partners
New York
$516K +$96.1K +323 +25%
ELM
4046
Elite Life Management
Florida
$516K +$14.3K +48 +3%
EE
4047
EWG Elevate
California
$514K +$22K +74 +5%
SHWM
4048
Smith & Howard Wealth Management
Georgia
$513K -$110K -370 -19%
SWIA
4049
Solano Wealth Investment Advisors
California
$513K -$297 -1 -0.1%
CFGA
4050
Cambridge Financial Group (Arizona)
Arizona
$512K +$41.6K +140 +9%

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.