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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
TCM
4701
Tanaka Capital Management
New York
$65K +$61.6K +207 New
WOC
4702
West Oak Capital
California
$64.2K +$178K +600 +3%
NECFA
4703
New England Capital Financial Advisors
Connecticut
$63.5K
LWA
4704
Lowe Wealth Advisors
Maryland
$63.4K
BMC
4705
Bear Mountain Capital
Washington
$61.8K +$1.78K +6 +3%
CF
4706
Collier Financial
Colorado
$60K +$56.5K +190 New
PA
4707
Pineridge Advisors
Missouri
$58.1K -$18.4K -62 -25%
CG
4708
Curat Global
New Hampshire
$56.8K
MCA
4709
Midwest Capital Advisors
Michigan
$56.8K
WCM
4710
Westend Capital Management
California
$52K +$8.92K +30 +22%
ICCON
4711
Investment Counsel Company of Nevada
Nevada
$49.8K +$297 +1 +0.6%
SC
4712
Swan Capital
Florida
$47.5K -$1.19K -4 -3%
CWA
4713
Carolina Wealth Advisors
South Carolina
$47K
TFG
4714
Team Financial Group
California
$46.6K +$8.03K +27 +22%
MBFW
4715
Morton Brown Family Wealth
Pennsylvania
$42.9K -$8.03K -27 -17%
PMIM
4716
Prudent Man Investment Management
Colorado
$42.7K
BIM
4717
Breakwater Investment Management
Washington
$41.3K +$1.19K +4 +3%
HWM
4718
Horizons Wealth Management
North Carolina
$39.4K -$17.8K -60 -32%
CIR
4719
Clear Investment Research
Georgia
$38.8K -$4.16K -14 -10%
RPA
4720
Redwood Park Advisors
California
$38K
MAFA
4721
MJT & Associates Financial Advisory
Minnesota
$36K -$595 -2 -2%
MAS
4722
MPWM Advisory Solutions
Georgia
$35K
TPBG
4723
Turning Point Benefit Group
Maryland
$34.8K +$33.3K +112 New
FLFS
4724
Family Legacy Financial Solutions
North Carolina
$32.8K +$14.9K +50 +93%
1L
4725
10Elms LLP
Oklahoma
$31.5K

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.