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JPMorgan Chase
JPM

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: 4,742 → 4,753 (+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: 949 → 920 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.15B
2
BlackRock
BlackRock
New York
+$983M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.99B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.8B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
4551
Millington Financial Advisors
Illinois
$235K -$13.4K -45 -6%
T
4552
Tidemark
California
$235K +$5.95K +20 +3%
HPA
4553
High Probability Advisors
New York
$234K – – –
SIM
4554
Synergy Investment Management
Florida
$234K – – –
FPTW
4555
Franklin, Parlapiano, Turner & Welch
Texas
$234K – – –
ACA
4556
Aspire Capital Advisors
Washington
$233K +$220K +740 New
GCM
4557
Gator Capital Management
Florida
$233K -$49.1K -165 -18%
CCM
4558
Chaney Capital Management
Washington
$233K +$220K +739 New
RC
4559
Rahlfs Capital
Texas
$233K – – –
AWP
4560
Accretive Wealth Partners
New Jersey
$232K +$6.25K +21 +3%
PFA
4561
Providence Financial Advisors
Kansas
$231K +$218K +733 New
NWM
4562
Navigoe Wealth Management
California
$229K +$4.46K +15 +2%
GBA
4563
Garrison Bradford & Associates
New York
$229K -$52K -175 -19%
CPW
4564
Crestmont Private Wealth
Texas
$228K -$2.38K -8 -1%
BS
4565
Brighton Securities
New York
$228K -$226K -760 -51%
PFM
4566
Peak Financial Management
Massachusetts
$228K +$215K +722 New
GPW
4567
Gray Private Wealth
Massachusetts
$227K – – –
SB
4568
Semitam Bonam
New York
$226K – – –
FH
4569
Financial Harvest
Florida
$225K +$213K +715 New
SFA
4570
Seneca Financial Advisors
New York
$225K – – –
TSW
4571
Three Seasons Wealth
Utah
$225K +$212K +712 New
AWMNY
4572
Arcadia Wealth Management (New York)
New York
$224K +$211K +711 New
WAM
4573
WFA Asset Management
Wisconsin
$223K +$1.49K +5 +0.5%
CWA
4574
Cornerstone Wealth Advisors
Minnesota
$223K – – –
FCMC
4575
Founders Capital Management (Connecticut)
Connecticut
$223K -$32.7K -110 -13%
181 182
183
184 185

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.