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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
OTL
4226
Oak Thistle LLC
New York
$400K +$377K +1,268 New
GWA
4227
Geometric Wealth Advisors
District of Columbia
$399K -$7.43K -25 -2%
LGW
4228
Leslie Global Wealth
Illinois
$399K +$2.38K +8 +0.6%
LA
4229
Lakeside Advisors
Washington
$399K -$29.7K -100 -7%
RCM
4230
Richardson Capital Management
Wisconsin
$398K
VPWA
4231
Vestia Personal Wealth Advisors
Indiana
$398K +$85.7K +288 +30%
MLFP
4232
MPS Loria Financial Planners
Illinois
$397K +$595 +2 +0.2%
AP
4233
Aspect Partners
Virginia
$396K
AAS
4234
AdviceOne Advisory Services
Connecticut
$396K +$99K +333 +36%
CWA
4235
Clarus Wealth Advisors
Arizona
$396K -$26.2K -88 -6%
EW
4236
Enzi Wealth
Texas
$396K +$9.81K +33 +3%
BIA
4237
Barry Investment Advisors
Massachusetts
$395K +$373K +1,254 New
CA
4238
Crane Advisory
California
$394K
B
4239
Bellecapital
Switzerland
$394K -$3.87K -13 -1%
AWA
4240
Adapt Wealth Advisors
Georgia
$393K +$370K +1,245 New
M1FG
4241
Mach-1 Financial Group
Arkansas
$392K -$4.08M -13,707 -92%
IAS
4242
Integrity Advisory Solutions
Texas
$392K +$369K +1,242 New
CCM
4243
Colorado Capital Management
Colorado
$392K +$164K +551 +80%
GFG
4244
Grantvest Financial Group
New Jersey
$391K +$595 +2 +0.2%
NQWM
4245
Northwest Quadrant Wealth Management
Oregon
$391K -$31.5K -106 -8%
WMN
4246
Wealth Management Nebraska
Nebraska
$390K +$4.16K +14 +1%
KLI
4247
Kelman-Lazarov Inc
Tennessee
$389K -$7.14K -24 -2%
PI
4248
Pachira Investments
California
$389K +$51.5K +173 +16%
CWA
4249
Cascade Wealth Advisors
Washington
$388K -$89.2K -300 -20%
CWMA
4250
Capstone Wealth Management (Alabama)
Alabama
$387K +$10.7K +36 +3%

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.