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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
RCI
4101
RS Crum Inc
California
$475K
DW
4102
Dodds Wealth
Colorado
$475K
CWM
4103
ClientFirst Wealth Management
Arkansas
$474K
NA
4104
Nottingham Advisors
New York
$474K
KIA
4105
Kraematon Investment Advisors
Massachusetts
$473K +$1.78K +6 +0.4%
BI
4106
Bramshill Investments
Florida
$473K -$149K -500 -25%
HP
4107
Highlander Partners
Texas
$473K
PFA
4108
Plotkin Financial Advisors
Maryland
$473K +$7.43K +25 +2%
FEM
4109
Fulcrum Equity Management
Texas
$473K -$9.22K -31 -2%
KCM
4110
Kendall Capital Management
Maryland
$473K -$40.4K -136 -8%
BWM
4111
Boyd Wealth Management
California
$473K
MSWM
4112
Mowery & Schoenfeld Wealth Management
Illinois
$472K -$32.4K -109 -7%
VBFP
4113
Valtinson Bruner Financial Planning
Minnesota
$470K +$297 +1 +0.1%
MQWP
4114
Morey & Quinn Wealth Partners
Nebraska
$470K -$52K -175 -11%
APM
4115
Advanced Portfolio Management
New York
$469K +$2.38K +8 +0.5%
DFG
4116
Demars Financial Group
Washington
$469K +$121K +408 +38%
SFMG
4117
Sage Financial Management Group
Virginia
$468K -$7.14K -24 -2%
PFG
4118
Pinnacle Financial Group
Illinois
$468K +$2.68K +9 +0.6%
IW
4119
Instrumental Wealth
Florida
$468K +$31.2K +105 +7%
CC
4120
Capital Counsel
New York
$467K -$13.4K -45 -3%
HWMT
4121
Heritage Wealth Management (Texas)
Texas
$463K +$9.52K +32 +2%
LF
4122
Lighthouse Financial
Florida
$463K +$2.97K +10 +0.7%
DFP
4123
Defined Financial Planning
California
$462K +$29.4K +99 +7%
BZWA
4124
Blue Zone Wealth Advisors
California
$461K +$148K +498 +52%
2L
4125
25 LLC
Missouri
$461K +$13.4K +45 +3%

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.