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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
IWA
4526
Integrity Wealth Advisors
California
$248K +$242K +815 New
BWM
4527
BAM Wealth Management
Colorado
$248K +$233K +785 New
CFSG
4528
Clark Financial Services Group
Missouri
$247K -$212K -714 -48%
OWM
4529
Opes Wealth Management
California
$246K +$19K +64 +9%
PAM
4530
PVG Asset Management
Colorado
$246K
SSIM
4531
Sheets Smith Investment Management
Texas
$246K +$232K +780 New
SWA
4532
Sightline Wealth Advisors
Connecticut
$246K
MGWA
4533
Monument Group Wealth Advisors
Massachusetts
$246K -$257K -865 -53%
OFP
4534
OFC Financial Planning
New Jersey
$245K -$3.27K -11 -1%
EMB
4535
Elefante Mark B
$244K -$7.43K -25 -3%
WWA
4536
Wingate Wealth Advisors
Massachusetts
$243K +$13.4K +45 +6%
NPAN
4537
Northeast Planning Associates NH
New Hampshire
$243K +$1.49K +5 +0.7%
PC
4538
Promus Capital
Illinois
$242K +$595 +2 +0.3%
DJYG
4539
David J. Yvars Group
Florida
$242K
EI
4540
eCIO Inc
Wisconsin
$242K -$12.5K -42 -5%
TSMHT
4541
Thurston Springer Miller Herd & Titak
Indiana
$242K -$6M -20,164 -96%
WA
4542
WPG Advisers
Maryland
$240K +$11.9K +40 +6%
EP
4543
Essential Partners
California
$239K +$49.7K +167 +28%
TCM
4544
Tran Capital Management
California
$238K -$14K -47 -6%
NBWM
4545
North Berkeley Wealth Management
California
$238K -$8.03K -27 -3%
CISOA
4546
Capital Investment Services of America
Wisconsin
$237K
CEI
4547
Clark Estates Inc
New York
$237K
OWCM
4548
One Wealth Capital Management
Arizona
$236K -$15.2K -51 -6%
PIA
4549
Petredis Investment Advisors
Pennsylvania
$236K +$222K +748 New
BFP
4550
Briaud Financial Planning
Texas
$236K +$8.33K +28 +4%

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.