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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
JWS
4251
Juncture Wealth Strategies
Arizona
$387K +$365K +1,227 New
PCMK
4252
Paragon Capital Management (Kansas)
Kansas
$386K
FFP
4253
Freedom Financial Partners
Minnesota
$386K +$1.19K +4 +0.3%
PC
4254
Prairiewood Capital
North Dakota
$385K +$11.9K +40 +3%
ZAM
4255
Zevin Asset Management
Massachusetts
$385K +$37.2K +125 +11%
BFA
4256
Brown Financial Advisory
Alabama
$384K +$10.7K +36 +3%
AWP
4257
Astra Wealth Partners
New Jersey
$384K +$33.3K +112 +10%
LAS
4258
Lloyd Advisory Services
Georgia
$383K +$78.2K +263 +28%
VIM
4259
VELA Investment Management
Ohio
$383K -$95.8K -322 -21%
PSC
4260
Prentiss Smith & Co
Vermont
$383K -$16.4K -55 -4%
VR
4261
Valued Retirements
Texas
$382K
BBW
4262
Blue Barn Wealth
Utah
$382K -$20.2K -68 -5%
FCC
4263
Flower City Capital
New York
$382K
WN
4264
Williams & Novak
California
$378K +$1.78K +6 +0.5%
HI
4265
Human Investing
Oregon
$378K +$17.5K +59 +5%
HBS
4266
Howard Bailey Securities
Indiana
$377K +$42.5K +143 +14%
RRWA
4267
Rainey & Randall Wealth Advisors
Florida
$376K +$297 +1 +0.1%
CCM
4268
Cutler Capital Management
Massachusetts
$375K
PFO
4269
PMG Family Office
Texas
$374K +$353K +1,187 New
NHFG
4270
New Harbor Financial Group
Massachusetts
$374K +$110K +371 +46%
HSWM
4271
Hubbell Strickland Wealth Management
Louisiana
$374K +$595 +2 +0.2%
VI
4272
VanderPol Investments
Michigan
$373K +$47.9K +161 +15%
PWS
4273
Precision Wealth Strategies
Missouri
$372K -$50.6K -170 -13%
FAC
4274
Financial Advisory Corporation
Michigan
$372K +$297 +1 +0.1%
BA
4275
Ballew Advisors
Mississippi
$371K +$2.38K +8 +0.7%

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.