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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
FCG
4676
Financial Connections Group
California
$108K -$17.8K -60 -15%
DWA
4677
Delos Wealth Advisors
Texas
$102K +$77.3K +260 +406%
CMA
4678
Cedar Mountain Advisors
Oregon
$101K +$30.6K +103 +47%
NCM
4679
Northwest Capital Management
Oregon
$101K -$30.3K -102 -24%
HA
4680
Heartland Advisors
Wisconsin
$99.7K +$94K +316 New
RF
4681
Robbins Farley
New Hampshire
$99.4K -$2.38K -8 -2%
SFCL
4682
Strengthening Families & Communities LLC
Massachusetts
$99.2K +$297 +1 +0.3%
RWS
4683
Retirement Wealth Solutions
Wisconsin
$98.9K +$297 +1 +0.3%
ACM
4684
Anfield Capital Management
California
$98.4K +$2.38K +8 +3%
CFG
4685
Clayton Financial Group
Missouri
$96.2K +$90.7K +305 New
KPP
4686
Kings Path Partners
Texas
$95.6K -$2.38K -8 -3%
SA
4687
Seneschal Advisors
Washington
$95.1K +$89.8K +302 New
UIA
4688
Ulland Investment Advisors
Minnesota
$93K +$25.9K +87 +42%
RWA
4689
Redmont Wealth Advisors
Illinois
$92.9K +$19.6K +66 +29%
TVWM
4690
Tower View Wealth Management
Wisconsin
$88.4K +$297 +1 +0.4%
MIM
4691
Meridiem Investment Management
United Kingdom
$88.3K
CI
4692
Clal Insurance
Israel
$81K -$1.78K -6 -2%
APW
4693
Atlantic Private Wealth
North Carolina
$76.2K
PSFG
4694
Park Square Financial Group
Georgia
$74.8K -$506K -1,700 -88%
DRP
4695
Decker Retirement Planning
Utah
$74.4K +$25.3K +85 +56%
DCM
4696
Disciplina Capital Management
Tennessee
$74.1K +$297 +1 +0.4%
HFS
4697
Horizon Financial Services
North Carolina
$73.9K +$7.14K +24 +11%
SHM
4698
Sagard Holdings Management
Ontario, Canada
$70K
CAM
4699
Clarity Asset Management
Iowa
$68.7K +$297 +1 +0.5%
PCM
4700
Penserra Capital Management
California
$67K -$147K -495 -70%

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.