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JPMorgan Chase

4,753 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 1,943 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 100

6% more capital invested

Capital invested by funds: $583B → $618B (+$35.1B)

0% more funds holding

Funds holding: 4,7424,753 (+11)

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
4,753
Holders Change
+11
Holders Change %
+0.23%
% 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
190
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
TWM
4176
Triton Wealth Management
Arizona
$431K +$2.97K +10 +0.7%
EWM
4177
Endowment Wealth Management
Wisconsin
$431K -$39K -131 -9%
PWM
4178
Penobscot Wealth Management
Maine
$430K -$20.8K -70 -5%
OPWM
4179
Oregon Pacific Wealth Management
Oregon
$429K -$2.08K -7 -0.5%
GC
4180
Gibson Capital
Pennsylvania
$429K
FPW
4181
Flagship Private Wealth
Massachusetts
$428K +$107K +361 +36%
AWA
4182
AmeriServ Wealth Advisors
Pennsylvania
$428K -$53.5K -180 -12%
AFS
4183
Axiom Financial Strategies
Indiana
$427K -$54.7K -184 -12%
HA
4184
Hanover Advisors
South Carolina
$427K
SBCM
4185
Silverberg Bernstein Capital Management
New York
$427K
EC
4186
Eaton-Cambridge
Arizona
$426K +$1.49K +5 +0.4%
AFAS
4187
Acorn Financial Advisory Services
Virginia
$426K +$22K +74 +6%
ACP
4188
Arcus Capital Partners
Georgia
$426K +$3.87K +13 +1%
HIM
4189
Harbour Investment Management
Washington
$424K
PFP
4190
Paragon Financial Partners
California
$424K +$297 +1 +0.1%
IWS
4191
Integrity Wealth Solutions
Colorado
$423K +$12.2K +41 +3%
PPWM
4192
PFG Private Wealth Management
Florida
$423K +$399K +1,340 New
VFS
4193
Valpey Financial Services
New Hampshire
$423K -$83.6K -281 -17%
BDL
4194
Banque de Luxembourg
Luxembourg
$421K -$172K -580 -30%
ACM
4195
Avos Capital Management
Washington
$420K +$175K +588 +79%
GFP
4196
Guardian Financial Partners
California
$419K +$26.2K +88 +7%
MCA
4197
Maryland Capital Advisors
Maryland
$419K +$141K +474 +55%
TWM
4198
Tumwater Wealth Management
Idaho
$419K
HFS
4199
Hoge Financial Services
Pennsylvania
$418K +$33K +111 +9%
C
4200
Covestor
United Kingdom
$417K -$60.4K -203 -13%

JPM Hedge Fund Activity: Q3 2025 in Review

4,753 of the 7,622 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: 190 funds opened new JPM positions and 100 closed out — a net gain of 90 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.

  • 4,753 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.
  • 190 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +90 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.