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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
4501
Jacksonville Wealth Management
Florida
$261K
MAMG
4502
Milestone Asset Management Group
Connecticut
$260K +$297 +1 +0.1%
CDWM
4503
Campbell Deegan Wealth Management
Virginia
$260K
GC
4504
GFG Capital
Florida
$259K -$23.5K -79 -9%
BWMG
4505
Barnes Wealth Management Group
California
$259K -$10.7K -36 -4%
FW
4506
Fairway Wealth
Ohio
$258K +$222K +748 +1,054%
LSL
4507
Legacy Solutions LLC
Pennsylvania
$257K +$8.03K +27 +3%
BFG
4508
Baron Financial Group
New Jersey
$257K
SWM
4509
Schwallier Wealth Management
Michigan
$256K +$2.38K +8 +1%
AV
4510
Aspiring Ventures
Ohio
$256K -$55.9K -188 -19%
FA
4511
Financial Avengers
California
$254K -$3.27K -11 -1%
VWM
4512
Vermillion Wealth Management
Minnesota
$254K +$3.27K +11 +1%
CAM
4513
Cobblestone Asset Management
Virginia
$254K
CWM
4514
CMH Wealth Management
New Hampshire
$253K -$24.1K -81 -9%
PPW
4515
PACK Private Wealth
Minnesota
$253K
CCA
4516
Corps Capital Advisors
Texas
$253K
FF
4517
Foronjy Financial
California
$252K -$164K -550 -41%
NCFG
4518
New Century Financial Group
New Jersey
$252K -$296K -996 -55%
1NWS
4519
1 North Wealth Services
Maryland
$252K
RA
4520
RiverTree Advisors
Florida
$252K
SF
4521
Schaeffer Financial
Maryland
$252K
SPA
4522
Sentinel Pension Advisors
Massachusetts
$252K
RPCA
4523
Running Point Capital Advisors
California
$251K +$14.3K +48 +6%
OC
4524
Optima Capital
Oregon
$249K +$7.73K +26 +3%
SWAG
4525
Spectrum Wealth Advisory Group
California
$248K -$1.19K -4 -0.5%

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.