We are live on ! Find out more
JPM icon

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
MFS
4576
Miller Financial Services
Michigan
$223K -$4.76K -16 -2%
RIG
4577
Renaissance Investment Group
Massachusetts
$223K -$2.97K -10 -1%
SCA
4578
Stuart Chaussee & Associates
California
$222K
PFA
4579
Pettinga Financial Advisors
Indiana
$222K
TWM
4580
TSA Wealth Management
Texas
$221K +$209K +702 New
PD
4581
Planning Directions
Pennsylvania
$221K +$892 +3 +0.4%
FAM
4582
Forte Asset Management
New York
$221K
VFG
4583
V2 Financial group
Illinois
$221K
VWA
4584
Valued Wealth Advisors
Utah
$220K +$6.25K +21 +3%
LAM
4585
Lingohr Asset Management
Germany
$220K -$320K -1,076 -61%
PFA
4586
Peak Financial Advisors
Colorado
$219K
AAMC
4587
Asset Allocation & Management Company
Illinois
$219K
FTA
4588
Financial & Tax Architects
Missouri
$219K +$206K +694 New
HOWA
4589
Heritage Oak Wealth Advisors
Florida
$219K +$206K +694 New
ODFS
4590
O'Donnell Financial Services
California
$219K +$206K +694 New
FWWM
4591
Fiscal Wisdom Wealth Management
Connecticut
$219K +$221K +744 New
BWG
4592
Beta Wealth Group
California
$217K -$892 -3 -0.4%
SWM
4593
SK Wealth Management
Rhode Island
$217K -$15.8K -53 -7%
FHWM
4594
Fox Hill Wealth Management
Massachusetts
$217K +$205K +688 New
RW
4595
REDW Wealth
New Mexico
$217K -$10.7K -36 -5%
CIM
4596
Confluence Investment Management
Missouri
$216K -$11.9K -40 -6%
TF
4597
TME Financial
California
$216K -$15.8K -53 -7%
PWA
4598
Primoris Wealth Advisors
Florida
$215K +$203K +683 New
GF
4599
Goodman Financial
Texas
$215K +$203K +683 New
BIS
4600
BG Investment Services
Guam
$215K +$203K +682 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.