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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
GGHC
1951
Gilder Gagnon Howe & Co
New York
$5.57M -$25.6K -86 -0.5%
QWM
1952
Quadcap Wealth Management
Texas
$5.57M -$112K -378 -2%
WA
1953
WP Advisors
California
$5.56M +$6.25K +21 +0.1%
LRWA
1954
Long Run Wealth Advisors
New York
$5.55M -$447K -1,502 -8%
TIA
1955
Tiemann Investment Advisors
California
$5.55M -$50.6K -170 -1%
MM
1956
Morangie Management
Florida
$5.55M +$211K +708 +4%
FCFC
1957
First Commonwealth Financial Corp
Pennsylvania
$5.55M +$850K +2,858 +19%
AWM
1958
Affinity Wealth Management
Delaware
$5.55M -$82.1K -276 -2%
AWM
1959
Aries Wealth Management
Maine
$5.54M +$95.8K +322 +2%
HFBOT
1960
Home Federal Bank of Tennessee
Tennessee
$5.53M -$48.2K -162 -0.9%
AAM
1961
Aureus Asset Management
Massachusetts
$5.53M -$267K -897 -5%
WCM
1962
Weaver Capital Management
Georgia
$5.53M +$658K +2,213 +14%
CAC
1963
Certified Advisory Corp
Florida
$5.53M -$110K -371 -2%
FUBT
1964
First United Bank & Trust
Maryland
$5.52M -$57.4K -193 -1%
BCM
1965
Buckhead Capital Management
Georgia
$5.51M +$15.8K +53 +0.3%
TPW
1966
Transatlantique Private Wealth
New York
$5.51M -$36.9K -124 -0.7%
GPFA
1967
Game Plan Financial Advisors
Ohio
$5.5M +$40.2K +135 +0.8%
VBCG
1968
Valley Brook Capital Group
Pennsylvania
$5.5M +$8.33K +28 +0.2%
GA
1969
Guerra Advisors
Florida
$5.49M +$1.3M +4,359 +33%
CRWM
1970
Castle Rock Wealth Management
California
$5.48M +$70.8K +238 +1%
IAS
1971
Investment Advisory Services
Texas
$5.48M -$148K -496 -3%
MFS
1972
Mattson Financial Services
Michigan
$5.47M -$30.9K -104 -0.6%
NAS
1973
NWF Advisory Services
California
$5.47M -$147K -495 -3%
SFG
1974
Snider Financial Group
Washington
$5.46M -$16.1K -54 -0.3%
BHB
1975
Bank Hapoalim BM
Israel
$5.46M -$66K -222 -1%

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.