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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
CFFP
1976
Center for Financial Planning
Michigan
$5.45M +$77.3K +260 +2%
BCA
1977
Bay Colony Advisors
Massachusetts
$5.44M +$184K +619 +4%
MIA
1978
MeadowBrook Investment Advisors
Michigan
$5.42M -$20.8K -70 -0.4%
DA
1979
Denali Advisors
California
$5.42M -$59.5K -200 -1%
WFAG
1980
Worth Financial Advisory Group
North Carolina
$5.39M -$118K -396 -2%
KAS
1981
KPP Advisory Services
Kentucky
$5.39M -$311K -1,046 -6%
CFS
1982
Commonwealth Financial Services
West Virginia
$5.39M +$34.8K +117 +0.7%
ST
1983
Sageworth Trust
Pennsylvania
$5.38M +$4.68M +15,738 +1,193%
SM
1984
Sweeney & Michel
California
$5.38M -$50.9K -171 -0.9%
LI
1985
LRI Investments
Florida
$5.37M -$204K -687 -2%
ACM
1986
Altrius Capital Management
North Carolina
$5.36M -$1.43M -4,801 -22%
CTC
1987
Cetera Trust Company
Minnesota
$5.35M -$7.43K -25 -0.1%
BCM
1988
Boltwood Capital Management
California
$5.35M +$11.3K +38 +0.2%
BCM
1989
Brookmont Capital Management
Texas
$5.34M -$215K -723 -4%
PWG
1990
Portside Wealth Group
Utah
$5.33M -$72.3K -243 -1%
SLWA
1991
San Luis Wealth Advisors
California
$5.32M +$1.04M +3,496 +26%
IWA
1992
Invera Wealth Advisors
Oregon
$5.32M -$59.5K -200 -1%
EFA
1993
Edge Financial Advisors
Illinois
$5.31M +$153K +515 +7%
BSA
1994
Bull Street Advisors
Georgia
$5.31M
WFG
1995
Wills Financial Group
Virginia
$5.3M -$25.3K -85 -0.5%
CWM
1996
Crowley Wealth Management
Delaware
$5.29M -$47.3K -159 -0.9%
WGC
1997
Watts Gwilliam & Co
Arizona
$5.27M
CPIA
1998
Cornell Pochily Investment Advisors
New York
$5.27M +$23.8K +80 +0.5%
VFM
1999
Vision Financial Markets
Connecticut
$5.27M +$595 +2 +0%
FPWM
2000
FSB Premier Wealth Management
Iowa
$5.27M +$309K +1,038 +7%

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.