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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
JWM
4326
Jackson Wealth Management
Florida
$349K -$532K -1,790 -62%
WF
4327
Warner Financial
Maryland
$349K
FA
4328
Fermata Advisors
California
$349K -$96.7K -325 -23%
JWM
4329
JFG Wealth Management
Colorado
$347K +$71.4K +240 +28%
UWM
4330
USAdvisors Wealth Management
Minnesota
$347K -$3.87K -13 -1%
TFA
4331
TPG Financial Advisors
Oregon
$347K
MPW
4332
MA Private Wealth
California
$347K +$2.08K +7 +0.6%
EP
4333
Ehrenkranz Partners
New York
$347K +$327K +1,100 New
FSWA
4334
Financial Synergies Wealth Advisors
Texas
$347K -$45.5K -153 -12%
PRRFG
4335
Paul R. Ried Financial Group
Washington
$345K -$43.1K -145 -12%
NA
4336
Nautilus Advisors
California
$345K -$3.57K -12 -1%
AFS
4337
AFG Fiduciary Services
Massachusetts
$345K
BAS
4338
Brueske Advisory Services
Washington
$345K +$12.5K +42 +4%
MFA
4339
McClarren Financial Advisors
Pennsylvania
$345K +$62.2K +209 +19%
PWM
4340
Parkshore Wealth Management
California
$344K
CC
4341
Capstone Capital
Nevada
$344K +$5.35K +18 +2%
NERM
4342
New England Research & Management
Illinois
$344K
I
4343
IMPACTfolio
Colorado
$344K +$324K +1,089 New
SA
4344
Skyline Advisors
Washington
$343K
NOI
4345
Newton One Investments
Delaware
$341K +$1.49K +5 +0.5%
BIM
4346
Bullseye Investment Management
Ohio
$341K
RWS
4347
Rochester Wealth Strategies
Michigan
$340K +$50.6K +170 +19%
EP
4348
EPIQ Partners
Minnesota
$337K
TPCM
4349
Templeton & Phillips Capital Management
Tennessee
$336K
LSC
4350
Lesa Sroufe & Co
Washington
$335K

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.