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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
FWA
4301
FOCUS Wealth Advisors
Texas
$361K -$41.9K -141 -11%
JWM
4302
JDH Wealth Management
California
$360K
IWP
4303
IAG Wealth Partners
Wisconsin
$360K -$10.4K -35 -3%
SL
4304
SFM LLC
New Hampshire
$360K +$28.3K +95 +9%
HFF
4305
Halter Ferguson Financial
Indiana
$359K -$16.1K -54 -5%
AW
4306
Avion Wealth
Texas
$358K +$32.4K +109 +11%
AFO
4307
Arrowroot Family Office
California
$357K +$19K +64 +6%
SHIM
4308
Stone House Investment Management
Pennsylvania
$357K +$25.6K +86 +8%
OCFG
4309
O'Connor Financial Group
Illinois
$356K +$5.65K +19 +2%
IAA
4310
Ironsides Asset Advisors
North Carolina
$355K
AA
4311
ACT Advisors
North Carolina
$354K +$5.95K +20 +2%
SCP
4312
Stevens Capital Partners
Nebraska
$354K +$59.8K +201 +22%
HWA
4313
Hilltop Wealth Advisors
North Carolina
$354K +$2.68K +9 +0.8%
DI
4314
Disciplined Investments
Oklahoma
$353K -$4.46K -15 -1%
BA
4315
Bellwether Advisors
Nebraska
$353K +$18.7K +63 +6%
LAM
4316
Lountzis Asset Management
Pennsylvania
$352K -$29.7K -100 -8%
JSA
4317
Jim Saulnier & Associates
Colorado
$352K +$297 +1 +0.1%
OWM
4318
Orgel Wealth Management
Wisconsin
$352K -$3.27K -11 -1%
AAM
4319
Auxier Asset Management
Oregon
$352K
AFGAS
4320
Allegiance Financial Group Advisory Services
Virginia
$352K +$46.1K +155 +16%
SCM
4321
Stonehearth Capital Management
Massachusetts
$351K
JWM
4322
Johnson Wealth Management
North Dakota
$351K +$331K +1,114 New
LPFG
4323
Landing Point Financial Group
Ohio
$351K -$6.25K -21 -2%
WWA
4324
Wealth Watch Advisors
Colorado
$350K -$17.5K -59 -5%
CFP
4325
Curran Financial Partners
South Carolina
$349K -$55.9K -188 -15%

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.