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
AFWM
4601
Abich Financial Wealth Management
Virginia
$214K +$202K +678 New
SIA
4602
Spectrum Investment Advisors
Wisconsin
$213K +$201K +676 New
ACM
4603
Andina Capital Management
Utah
$213K -$51.5K -173 -20%
SP
4604
Sequent Planning
Nebraska
$213K -$43.1K -145 -18%
TBC
4605
Ted Buchan & Co
California
$213K +$201K +675 New
B
4606
BetterWealth
California
$213K +$201K +675 New
GWM
4607
Greenhouse Wealth Management
Connecticut
$213K +$201K +675 New
BC
4608
Brio Consultants
California
$212K +$200K +673 New
TR
4609
Tepp RIA
New Jersey
$212K +$200K +672 New
GCM
4610
Generation Capital Management
New York
$212K +$200K +671 New
GWMI
4611
Guardian Wealth Management (Illinois)
Illinois
$212K +$200K +671 New
SFP
4612
Strategic Financial Partners
Oregon
$211K +$199K +668 New
CCM
4613
Carderock Capital Management
Maryland
$211K +$20.2K +68 +11%
KRW
4614
Kaufman Rossin Wealth
Florida
$210K -$96.1K -323 -33%
CA
4615
CV Advisors
Florida
$209K +$197K +663 New
VFIC
4616
Valley Forge Investment Consultants
Pennsylvania
$209K -$150K -503 -43%
SG
4617
Somerset Group
Minnesota
$208K +$197K +661 New
PM
4618
Penbrook Management
New York
$208K +$196K +660 New
CP
4619
Clarendon Private
Massachusetts
$208K +$196K +658 New
PF
4620
Penney Financial
Texas
$208K -$11.9K -40 -6%
BFP
4621
Beacon Financial Planning
Massachusetts
$207K +$196K +658 New
MAV
4622
Mason & Associates (Virginia)
Virginia
$207K
CCMI
4623
Creative Capital Management Investments
California
$207K +$14K +47 +8%
CIM
4624
Corbyn Investment Management
Maryland
$207K +$195K +655 New
SS
4625
Sound Stewardship
Kansas
$207K +$195K +655 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.