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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
DA
4351
Dash Acquisitions
California
$335K +$24.1K +81 +8%
TCM
4352
TD Capital Management
Tennessee
$335K -$9.52K -32 -3%
SPAS
4353
Spectrum Planning & Advisory Services
California
$334K +$8.92K +30 +3%
AWM
4354
Alterna Wealth Management
Texas
$334K -$275K -925 -47%
LL
4355
LPWM LLC
Minnesota
$334K
PS
4356
Pinney & Scofield
Massachusetts
$334K
DWM
4357
Daner Wealth Management
Georgia
$334K +$52.3K +176 +19%
STFP
4358
Signal Tree Financial Partners
Ohio
$333K
QWM
4359
Quaker Wealth Management
New Jersey
$333K -$42.5K -143 -12%
MGAM
4360
McGowan Group Asset Management
Texas
$333K -$177K -594 -36%
CFM
4361
Comprehensive Financial Management
California
$332K
OWA
4362
ORBA Wealth Advisors
Illinois
$332K
CMTU
4363
Capital Markets Trading (UK)
United Kingdom
$331K +$312K +1,050 New
PA
4364
Prossimo Advisors
California
$331K -$2.31M -7,782 -88%
SFM
4365
Stack Financial Management
Montana
$330K -$13.4K -45 -4%
PSP
4366
Pacific Sage Partners
Washington
$330K -$297 -1 -0.1%
CCA
4367
Conservest Capital Advisors
Pennsylvania
$330K
CA
4368
Claris Advisors
Missouri
$327K
4WM
4369
4J Wealth Management
Virginia
$327K -$9.52K -32 -3%
HA
4370
HFG Advisors
Ohio
$326K +$48.5K +163 +19%
ARG
4371
Advisory Resource Group
Oklahoma
$326K +$2.08K +7 +0.7%
PIA
4372
Panoramic Investment Advisors
Colorado
$325K -$62.8K -211 -17%
CCM
4373
Cloud Capital Management
Washington
$325K +$30.6K +103 +11%
UFPG
4374
United Financial Planning Group
New York
$325K +$306K +1,030 New
AAM
4375
Austin Asset Management
Texas
$324K +$24.7K +83 +9%

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.