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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
GA
4126
Greenspring Advisors
Maryland
$460K +$434K +1,459 New
DF
4127
Dunhill Financial
United Kingdom
$460K +$37.8K +127 +10%
MGIA
4128
Matthew Goff Investment Advisor
Texas
$460K -$13.4K -45 -3%
UFA
4129
Uptown Financial Advisors
Texas
$460K
WQ
4130
Wealth Quarterback
New Jersey
$459K -$45.5K -153 -10%
TW
4131
Towerpoint Wealth
California
$459K +$6.25K +21 +1%
FFC
4132
Frederick Financial Consultants
Maryland
$458K +$1.19K +4 +0.3%
SA
4133
Sage Advisors
Colorado
$458K +$218K +734 +102%
WAM
4134
Worth Asset Management
Texas
$458K -$98.4K -331 -19%
PCA
4135
Private Capital Advisors
Connecticut
$457K -$44.6K -150 -9%
TCM
4136
Triumph Capital Management
Colorado
$457K +$7.73K +26 +2%
CFP
4137
Cypress Financial Planning
New Jersey
$457K +$2.68K +9 +0.6%
BWG
4138
Boomfish Wealth Group
Georgia
$457K +$14.3K +48 +3%
CWA
4139
Continuum Wealth Advisors
New York
$457K +$49.4K +166 +13%
NFA
4140
Northwest Financial Advisors
Virginia
$456K -$14.9K -50 -3%
JPLA
4141
Joseph P. Lucia & Associates
New York
$455K +$30.9K +104 +8%
BDPWM
4142
Barnes Dennig Private Wealth Management
Ohio
$455K +$12.8K +43 +3%
FCM
4143
Family Capital Management
Michigan
$455K +$87.7K +295 +26%
RS
4144
Rakuten Securities
Japan
$454K -$50.6K -170 -11%
TLFA
4145
True Link Financial Advisors
California
$454K -$19K -64 -4%
APWM
4146
Argonautica Private Wealth Management
Massachusetts
$453K
RWM
4147
RMG Wealth Management
Wisconsin
$453K
OA
4148
Oxbow Advisors
Texas
$451K -$75.5K -254 -15%
NEPPG
4149
New England Professional Planning Group
Rhode Island
$450K
PPH
4150
Pure Portfolios Holdings
Oregon
$450K -$12.8K -43 -3%

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.