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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
BWA
4376
BlueChip Wealth Advisors
Georgia
$322K -$416K -1,398 -58%
LAMC
4377
Longview Asset Management (California)
California
$320K -$7.43K -25 -2%
CCAL
4378
City Center Advisors LLC
Michigan
$320K
MA
4379
MAS Advisors
Florida
$320K
W
4380
WorthPointe
California
$320K -$1.19K -4 -0.4%
EPAM
4381
Evelyn Partners Asset Management
$320K +$90.4K +304 +43%
FGG
4382
Financial Guidance Group
Florida
$319K
SMF
4383
Sterling Manor Financial
New York
$319K
BWM
4384
Brickley Wealth Management
California
$319K +$59.2K +199 +25%
AWM
4385
Austin Wealth Management
Texas
$318K -$56.5K -190 -15%
SF
4386
SWP Financial
California
$318K
FM
4387
Freemont Management
Switzerland
$315K -$2.38M -8,000 -89%
WOSD
4388
WFA of San Diego
California
$315K -$14.9K -50 -5%
CA
4389
Cumberland Advisors
Florida
$315K
MCG
4390
McCollum Christoferson Group
New York
$315K +$297K +1,000 New
SWM
4391
StoneCrest Wealth Management
Arizona
$314K -$4.16K -14 -1%
MA
4392
McGrath & Associates
North Carolina
$314K
FWSM
4393
First Wilshire Securities Management
California
$313K -$59.5K -200 -17%
MCIA
4394
Mountain Capital Investment Advisors
Colorado
$312K -$11.3K -38 -4%
PP
4395
PFS Partners
New Jersey
$312K -$18.1K -61 -6%
HWM
4396
HRC Wealth Management
Idaho
$311K
W
4397
WealthCollab
Washington
$311K
BCAM
4398
Boston Common Asset Management
Massachusetts
$310K
GJIA
4399
Glass Jacobson Investment Advisors
Maryland
$309K
EIA
4400
Eastover Investment Advisors
North Carolina
$309K -$3.87K -13 -1%

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.