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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
CPA
4201
Clear Point Advisors
New York
$417K +$44K +148 +13%
ZRP
4202
Zynergy Retirement Planning
New Jersey
$417K
RH
4203
RFG Holdings
Texas
$415K +$67.5K +227 +21%
HC
4204
Hoese & Co
Minnesota
$413K
CWM
4205
CarsonAllaria Wealth Management
Illinois
$413K +$21.1K +71 +6%
MWM
4206
Momentous Wealth Management
Washington
$413K -$133K -448 -26%
PTCG
4207
Pring Turner Capital Group
California
$412K
SPFA
4208
Summit Place Financial Advisors
New Jersey
$412K +$388K +1,305 New
PPWM
4209
Perissos Private Wealth Management
Oklahoma
$412K
LSWP
4210
Liberty Square Wealth Partners
Pennsylvania
$411K +$38.1K +128 +11%
PCC
4211
Park Circle Company
Maryland
$410K
QL
4212
Quarry LP
New York
$410K +$387K +1,300 New
DKCM
4213
Davidson Kahn Capital Management
California
$409K +$83.3K +280 +28%
RFN
4214
Redwood Financial Network
Ohio
$407K -$2.97K -10 -0.8%
SCM
4215
Sage Capital Management
New Jersey
$407K +$892 +3 +0.2%
D
4216
Dentgroup
Louisiana
$406K +$595 +2 +0.2%
CWM
4217
Concentrum Wealth Management
California
$406K +$35.1K +118 +10%
KFG
4218
Kelly Financial Group
Connecticut
$406K
WPW
4219
Warther Private Wealth
Ohio
$405K -$254K -854 -40%
CPA
4220
Cathy Pareto & Associates
Florida
$404K +$7.43K +25 +2%
LCM
4221
Laurion Capital Management
New York
$402K +$379K +1,276 New
FWM
4222
FMB Wealth Management
California
$402K +$2.08K +7 +0.6%
VWM
4223
Verus Wealth Management
Wisconsin
$402K -$595 -2 -0.2%
Eagle Capital Management (New York)
4224
Eagle Capital Management (New York)
New York
$402K +$48.8K +164 +15%
MFGP
4225
Marshall Financial Group (Pennsylvania)
Pennsylvania
$401K +$16.7K +56 +5%

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.