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JPMorgan Chase

4,755 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,944 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 100

6% more capital invested

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

0% more funds holding

Funds holding: 4,7434,755 (+12)

8% less repeat investments, than reductions

Existing positions increased: 1,944 | 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
4,755
Holders Change
+12
Holders Change %
+0.25%
% 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
191
Increased
1,944
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
FWM
1801
Finer Wealth Management
Massachusetts
$6.69M +$19.6K +66 +0.3%
BCM
1802
Blume Capital Management
California
$6.69M -$163K -548 -3%
VCM
1803
Violich Capital Management
California
$6.68M +$595K +2,000 +10%
LC
1804
Legacy CG
Texas
$6.67M -$294K -989 -4%
RDFA
1805
Ritter Daniher Financial Advisory
Ohio
$6.66M +$540K +1,814 +9%
PC
1806
Permanens Capital
New York
$6.66M +$668K +2,245 +12%
MCM
1807
Monarch Capital Management
Indiana
$6.66M -$265K -892 -4%
HWM
1808
Hohimer Wealth Management
Washington
$6.63M -$671K -2,257 -10%
PP
1809
Pacifica Partners
Canada
$6.62M +$4.76K +16 +0.1%
AWE
1810
Avidian Wealth Enterprises
Texas
$6.61M +$333K +1,119 +6%
KF
1811
KKM Financial
Illinois
$6.61M +$683K +2,297 +12%
UAG
1812
United Advisor Group
Ohio
$6.59M +$880K +2,959 +16%
PB
1813
Pinnacle Bancorp
Nebraska
$6.58M +$255K +857 +4%
SFA
1814
Souders Financial Advisors
Ohio
$6.57M -$148K -498 -2%
ACH
1815
ArrowMark Colorado Holdings
Colorado
$6.57M -$25.2M -84,650 -80%
SCM
1816
SOL Capital Management
Maryland
$6.56M +$2.38K +8 +0%
KFI
1817
Key Financial Inc
Pennsylvania
$6.56M -$634K -2,131 -9%
JGCM
1818
Joseph Group Capital Management
Ohio
$6.56M +$316K +1,063 +5%
ZIG
1819
Zullo Investment Group
Pennsylvania
$6.54M +$1.78K +6 +0%
CLA
1820
Carnegie Lake Advisors
New Jersey
$6.53M -$138K -465 -2%
PCM
1821
Princeton Capital Management
New Jersey
$6.51M +$453K +1,523 +8%
BDS
1822
Banco de Sabadell
Florida
$6.51M -$58K -195 -0.9%
VIM
1823
Vista Investment Management
Pennsylvania
$6.5M -$192K -646 -3%
GKWIM
1824
Gerber Kawasaki Wealth & Investment Management
California
$6.48M +$811K +2,727 +15%
MCM
1825
Maltese Capital Management
New York
$6.47M -$3.57M -12,000 -37%

JPM Hedge Fund Activity: Q3 2025 in Review

4,755 of the 7,625 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: 191 funds opened new JPM positions and 100 closed out — a net gain of 91 holders — while 1,944 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.

  • 4,755 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,743 in Q2 2025.
  • Funds reported $618B of JPMorgan Chase stock for Q3 2025, up 6% quarter-over-quarter.
  • 191 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +91 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.