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JPMorgan Chase

4,754 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, 1,943 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: 4,7424,754 (+12)

8% less repeat investments, than reductions

Existing positions increased: 1,943 | 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
4,754
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
1,943
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
DW
4101
Dodds Wealth
Colorado
$475K
CWM
4102
ClientFirst Wealth Management
Arkansas
$474K
NA
4103
Nottingham Advisors
New York
$474K
KIA
4104
Kraematon Investment Advisors
Massachusetts
$473K +$1.78K +6 +0.4%
BI
4105
Bramshill Investments
Florida
$473K -$149K -500 -25%
HP
4106
Highlander Partners
Texas
$473K
PFA
4107
Plotkin Financial Advisors
Maryland
$473K +$7.43K +25 +2%
FEM
4108
Fulcrum Equity Management
Texas
$473K -$9.22K -31 -2%
KCM
4109
Kendall Capital Management
Maryland
$473K -$40.4K -136 -8%
BWM
4110
Boyd Wealth Management
California
$473K
MSWM
4111
Mowery & Schoenfeld Wealth Management
Illinois
$472K -$32.4K -109 -7%
VBFP
4112
Valtinson Bruner Financial Planning
Minnesota
$470K +$297 +1 +0.1%
MQWP
4113
Morey & Quinn Wealth Partners
Nebraska
$470K -$52K -175 -11%
APM
4114
Advanced Portfolio Management
New York
$469K +$2.38K +8 +0.5%
DFG
4115
Demars Financial Group
Washington
$469K +$121K +408 +38%
SFMG
4116
Sage Financial Management Group
Virginia
$468K -$7.14K -24 -2%
PFG
4117
Pinnacle Financial Group
Illinois
$468K +$2.68K +9 +0.6%
IW
4118
Instrumental Wealth
Florida
$468K +$31.2K +105 +7%
CC
4119
Capital Counsel
New York
$467K -$13.4K -45 -3%
HWMT
4120
Heritage Wealth Management (Texas)
Texas
$463K +$9.52K +32 +2%
LF
4121
Lighthouse Financial
Florida
$463K +$2.97K +10 +0.7%
DFP
4122
Defined Financial Planning
California
$462K +$29.4K +99 +7%
BZWA
4123
Blue Zone Wealth Advisors
California
$461K +$148K +498 +52%
2L
4124
25 LLC
Missouri
$461K +$13.4K +45 +3%
GSWA
4125
Good Steward Wealth Advisors
Tennessee
$460K -$178K -599 -29%

JPM Hedge Fund Activity: Q3 2025 in Review

4,754 of the 7,624 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 1,943 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.

  • 4,754 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,742 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.