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
CIS
4626
Continental Investors Services
Washington
$205K +$205K +688 New
MWP
4627
Meredith Wealth Planning
Illinois
$204K +$193K +648 New
TWM
4628
Trinity Wealth Management
Pennsylvania
$204K +$193K +648 New
MF
4629
Manuka Financial
Virginia
$204K +$193K +648 New
RCA
4630
Runnymede Capital Advisors
Ohio
$203K +$192K +644 New
WCP
4631
Welch Capital Partners
New York
$203K +$191K +642 New
CCM
4632
Collar Capital Management
Wisconsin
$202K +$191K +641 New
EA
4633
Evolution Advisers
Virginia
$202K
WAOTB
4634
Wealth Advisors of Tampa Bay
Florida
$202K +$190K +640 New
TGIA
4635
Torrey Growth & Income Advisors
California
$201K +$190K +638 New
FF
4636
Financial Futures
New Jersey
$200K +$189K +635 New
MAM
4637
Marquette Asset Management
Minnesota
$200K +$69.6K +234 +59%
MFG
4638
Mendota Financial Group
Wisconsin
$199K
BHWM
4639
Bay Harbor Wealth Management
Maryland
$197K -$26.2K -88 -12%
DF
4640
DecisionPoint Financial
Arizona
$197K
SRCM
4641
Signature Resources Capital Management
California
$193K -$5.35K -18 -3%
BCM
4642
Basso Capital Management
Connecticut
$191K -$14.9K -50 -8%
VCMGDR
4643
Vinland Capital Management Gestora de Recursos
Brazil
$188K +$178K +597 New
SAS
4644
Stelac Advisory Services
New York
$187K -$432K -1,454 -71%
HHMI
4645
Howard Hughes Medical Institute
Maryland
$186K -$4.16K -14 -2%
MAM
4646
Meeder Asset Management
Ohio
$184K -$338K -1,138 -66%
SVWA
4647
Sarver Vrooman Wealth Advisors
Missouri
$183K
SFO
4648
Standard Family Office
South Dakota
$182K
FNWA
4649
Financial Network Wealth Advisors
Utah
$181K -$5.06K -17 -3%
T
4650
TOBAM
France
$181K

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.