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JPMorgan Chase

4,752 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,943 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 100

6% more capital invested

Capital invested by funds: $583B → $618B (+$35.1B)

0% more funds holding

Funds holding: 4,7424,752 (+10)

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
4,752
Holders Change
+10
Holders Change %
+0.21%
% of All Funds
62.35%
Holding in Top 10
920
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-3.06%
% of All Funds
12.07%
New
189
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
APW
4651
Acima Private Wealth
Virginia
$179K
CWM
4652
Copia Wealth Management
Oregon
$179K +$67.5K +227 +67%
WFA
4653
West Financial Advisors
Iowa
$179K
HHGA
4654
Halbert Hargrove Global Advisors
California
$174K +$76.7K +258 +88%
HCM
4655
Horrell Capital Management
Arkansas
$173K
TWD
4656
True Wealth Design
Ohio
$166K +$32.7K +110 +27%
AAG
4657
Accordant Advisory Group
Maryland
$158K
MFT
4658
Moisand Fitzgerald Tamayo
Florida
$156K
DCM
4659
Davis Capital Management
Florida
$156K +$147K +494 New
VWWMG
4660
Vermillion & White Wealth Management Group
Pennsylvania
$147K +$69.3K +233 +100%
ICM
4661
Islay Capital Management
Texas
$147K -$657K -2,210 -83%
FGAM
4662
Financial Gravity Asset Management
Texas
$145K +$137K +459 New
MWA
4663
Miller Wealth Advisors
Colorado
$136K
PPA
4664
Painted Porch Advisors
California
$136K
MSG
4665
Main Street Group
Virginia
$135K
IWM
4666
Inlight Wealth Management
Georgia
$135K
RTL
4667
Red Tortoise LLC
Georgia
$130K
PP
4668
Pingora Partners
Wyoming
$125K
LWMI
4669
Legacy Wealth Management (Idaho)
Idaho
$122K -$2.38K -8 -2%
DPW
4670
DiNuzzo Private Wealth
Pennsylvania
$122K
CW
4671
Curio Wealth
Maryland
$120K -$18.4K -62 -14%
RF
4672
Robinswood Financial
Washington
$119K
KG
4673
Kilter Group
New York
$117K +$8.33K +28 +8%
EWM
4674
Evolution Wealth Management
Florida
$116K +$30.9K +104 +39%
BFS
4675
Bare Financial Services
Pennsylvania
$113K +$8.03K +27 +8%

JPM Hedge Fund Activity: Q3 2025 in Review

4,752 of the 7,621 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: 189 funds opened new JPM positions and 100 closed out — a net gain of 89 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.

  • 4,752 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.
  • 189 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +89 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.