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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
1WA
1926
180 Wealth Advisors
Washington
$5.74M -$156K -525 -3%
MFA
1927
Mayflower Financial Advisors
Massachusetts
$5.74M +$82.7K +278 +2%
GPA
1928
Guerra Pan Advisors
New Jersey
$5.74M
BFPW
1929
BOK Financial Private Wealth
Colorado
$5.74M -$180K -605 -3%
HA
1930
Hamel Associates
New Jersey
$5.71M -$831K -2,793 -13%
C
1931
Certuity
Florida
$5.69M +$926K +3,114 +21%
FWM
1932
Forza Wealth Management
Florida
$5.68M +$30.9K +104 +0.6%
OAM
1933
Oak Asset Management
California
$5.68M -$24.7K -83 -0.5%
IIA
1934
IPG Investment Advisors
California
$5.66M +$39.3K +132 +0.7%
3IP
1935
3Chopt Investment Partners
Virginia
$5.66M -$17.8K -60 -0.3%
WA
1936
Wealth Alliance
New York
$5.65M +$107K +360 +2%
IP
1937
Investment Partners
Ohio
$5.65M -$52.6K -177 -1%
CGL
1938
Clarius Group LLC
Washington
$5.65M -$1.91M -6,422 -26%
AWM
1939
Aprio Wealth Management
Georgia
$5.65M +$224K +754 +4%
AEPWM
1940
Atlantic Edge Private Wealth Management
Florida
$5.64M +$4.46K +15 +0.1%
BWM
1941
BKM Wealth Management
Wisconsin
$5.64M +$159K +536 +3%
RMAM
1942
Raab & Moskowitz Asset Management
New Jersey
$5.61M -$16.4K -55 -0.3%
GWM
1943
Graybill Wealth Management
Illinois
$5.6M -$131K -441 -2%
4WM
1944
44 Wealth Management
Oregon
$5.6M +$1.99M +6,683 +60%
OIS
1945
Okabena Investment Services
Minnesota
$5.6M +$810K +2,724 +18%
ZBNA
1946
Zions Bancorporation, National Association
Utah
$5.59M +$442K +1,486 +9%
RFA
1947
Resurgent Financial Advisors
Georgia
$5.58M -$687K -2,311 -12%
ABWM
1948
Alpine Bank Wealth Management
Colorado
$5.58M +$8.92K +30 +0.2%
OC
1949
Opinicus Capital
Florida
$5.57M -$145K -487 -3%
AIC
1950
Archer Investment Corporation
Indiana
$5.57M -$135K -455 -3%

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.