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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
BFS
4476
Beacon Financial Strategies
North Carolina
$271K -$14.9K -50 -6%
LAM
4477
Lummis Asset Management
Texas
$271K
TCFP
4478
Treasure Coast Financial Planning
Florida
$269K
LWM
4479
Luminvest Wealth Management
Arizona
$269K +$37.2K +125 +17%
PFC
4480
Phocas Financial Corp
California
$268K
HAFS
4481
Hapanowicz & Associates Financial Services
Pennsylvania
$268K
FA
4482
Fortis Advisors
Pennsylvania
$268K
BF
4483
Bonfire Financial
Colorado
$267K +$5.35K +18 +2%
NJBEST
4484
New Jersey Better Educational Savings Trust
New Jersey
$267K
NCG
4485
Newport Capital Group
New Jersey
$267K -$11K -37 -4%
AI
4486
Auour Investments
Massachusetts
$266K -$2.97K -10 -1%
BCWM
4487
Ball & Co Wealth Management
Tennessee
$266K +$1.19K +4 +0.5%
ECAM
4488
East Coast Asset Management
Massachusetts
$266K -$76.4K -257 -23%
MSFP
4489
Mark Sheptoff Financial Planning
Connecticut
$266K -$11.3K -38 -4%
LKIM
4490
Lawson Kroeker Investment Management
Nebraska
$266K -$59.5K -200 -19%
MJP
4491
Michael J. Puzo
$265K -$2.97K -10 -1%
LWA
4492
Lifelong Wealth Advisors
Minnesota
$264K +$297 +1 +0.1%
BWA
4493
BCU Wealth Advisors
Illinois
$264K +$892 +3 +0.4%
AWA
4494
Archvest Wealth Advisors
California
$263K +$6.54K +22 +3%
FWM
4495
Fonville Wealth Management
Virginia
$262K
SWA
4496
ShankerValleau Wealth Advisors
Illinois
$262K
BT
4497
Brandywine Trust
Delaware
$262K -$50.6K -170 -17%
ACM
4498
Alamar Capital Management
California
$262K
IFA
4499
Independence Financial Advisors
New Hampshire
$261K +$21.4K +72 +10%
PCWA
4500
Pacific Capital Wealth Advisors
California
$261K +$246K +827 New

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.