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
BFS
4076
Baskin Financial Services
Ontario, Canada
$493K +$13.1K +44 +3%
CFS
4077
Cannon Financial Strategists
Georgia
$492K +$5.06K +17 +1%
HGA
4078
Hobbs Group Advisors
South Carolina
$492K -$8.03K -27 -2%
SAM
4079
Seelaus Asset Management
New Jersey
$490K -$5.95K -20 -1%
AI
4080
AdvisorShares Investments
Maryland
$489K +$461K +1,550 New
BLAM
4081
Bourne Lent Asset Management
New York
$489K
TA
4082
Townsend & Associates
Colorado
$489K
PVAMC
4083
PPS&V Asset Management Consultants
Michigan
$489K +$34.8K +117 +8%
EFL
4084
ERn Financial LLC
Wisconsin
$489K -$80.6K -271 -15%
PFS
4085
Prospect Financial Services
New York
$488K +$14.6K +49 +3%
IWM
4086
IMG Wealth Management
Florida
$487K
MCM
4087
MontVue Capital Management
Virginia
$486K
CCA
4088
Cottonwood Capital Advisors
Utah
$485K -$684K -2,301 -60%
SFG
4089
Sterling Financial Group
California
$484K -$3.87K -13 -0.8%
LFS
4090
Lutz Financial Services
Nebraska
$484K -$2.68K -9 -0.6%
TWA
4091
Trace Wealth Advisors
California
$483K +$455K +1,531 New
FA
4092
Freestate Advisors
Kansas
$481K +$19.6K +66 +5%
MA
4093
Mezzasalma Advisors
New Jersey
$481K
SWP
4094
ShoreHaven Wealth Partners
New Jersey
$481K +$29.1K +98 +7%
RWM
4095
Ruedi Wealth Management
Illinois
$479K +$33K +111 +8%
ACA
4096
Ascension Capital Advisors
Texas
$479K
MFS
4097
Madrona Financial Services
Washington
$479K +$14.9K +50 +3%
AWM
4098
Able Wealth Management
New Jersey
$478K +$21.1K +71 +5%
MPPW
4099
Mitchell & Pahl Private Wealth
Oklahoma
$478K -$6.25K -21 -1%
DWS
4100
Dynamic Wealth Strategies
California
$476K +$39.9K +134 +10%

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.