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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
SAM
4276
Satovsky Asset Management
New York
$370K +$1.19K +4 +0.3%
MSWA
4277
Marshall & Sterling Wealth Advisors
New York
$370K +$5.95K +20 +2%
RWML
4278
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$370K -$46.4K -156 -12%
SA
4279
Sicart Associates
New York
$370K -$63.3K -213 -15%
QCIG
4280
Quad-Cities Investment Group
Iowa
$369K -$4.46K -15 -1%
CSIA
4281
Conrad Siegel Investment Advisors
Pennsylvania
$369K +$2.08K +7 +0.6%
AAS
4282
Asset Allocation Strategies
Michigan
$369K +$297 +1 +0.1%
AC
4283
AIFG Consultants
New York
$368K -$117K -393 -25%
TIA
4284
Tandem Investment Advisors
South Carolina
$368K +$69.6K +234 +25%
CWMS
4285
Cannon Wealth Management Services
North Carolina
$368K
LWA
4286
LifeGoal Wealth Advisors
New York
$367K +$22.9K +77 +7%
BPW
4287
BLVD Private Wealth
Kentucky
$367K
AWA
4288
Alaska Wealth Advisors
Alaska
$367K
TPF
4289
Tribridge Partners Financial
Maryland
$366K
WFP
4290
Wrenne Financial Planning
Kentucky
$366K
MFG
4291
MTM Financial Group
Pennsylvania
$365K
SWP
4292
Significant Wealth Partners
Illinois
$365K +$595 +2 +0.2%
O3W
4293
Omni 360 Wealth
New Jersey
$364K -$3.57K -12 -1%
VMMC
4294
V.M. Manning & Co
South Carolina
$363K
VAM
4295
Verity Asset Management
North Carolina
$363K -$28.3K -95 -8%
IUHSA
4296
Itau Unibanco Holding S.A.
Brazil
$362K -$5.68M -19,106 -94%
WFA
4297
Websterrogers Financial Advisors
South Carolina
$362K
W
4298
WPWealth
Texas
$362K -$14.6K -49 -4%
SCB
4299
Saudi Central Bank
Saudi Arabia
$362K -$892 -3 -0.3%
WPWM
4300
Western Pacific Wealth Management
Illinois
$362K

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.