We are live on ! Find out more
JPM icon

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
CF
2076
Convergence Financial
Missouri
$4.79M -$86.5K -291 -2%
VCAM
2077
Van Cleef Asset Management
Ohio
$4.78M -$433K -1,455 -9%
KA
2078
KLCM Advisors
Wisconsin
$4.78M -$232K -780 -5%
AW
2079
Alteri Wealth
California
$4.77M -$47.6K -160 -1%
NL
2080
NVWM LLC
Pennsylvania
$4.76M -$107K -361 -2%
TPWM
2081
Twelve Points Wealth Management
Massachusetts
$4.75M -$4.46K -15 -0.1%
RIA
2082
Regal Investment Advisors
Michigan
$4.75M +$202K +680 +5%
EWM
2083
Elevatus Welath Management
New York
$4.75M +$83.6K +281 +2%
VRM
2084
Vectors Research Management
New York
$4.75M -$44.6K -150 -1%
ZI
2085
ZEGA Investments
Florida
$4.74M +$2.18M +7,339 +95%
SWMG
2086
Stillwater Wealth Management Group
Florida
$4.74M +$4.47M +15,025 New
FFS
2087
Founders Financial Securities
Maryland
$4.74M -$85.4K -287 -2%
BL
2088
Bleichroeder LP
New York
$4.73M
GS
2089
GTS Securities
New York
$4.73M +$1.36M +4,564 +44%
IHL
2090
Investment House LLC
California
$4.73M +$2.58M +8,665 +137%
LWM
2091
Lodestone Wealth Management
Washington
$4.72M +$25K +84 +0.6%
EW
2092
Elyxium Wealth
California
$4.71M +$27.7K +93 +0.6%
MGWM
2093
Marks Group Wealth Management
Minnesota
$4.7M -$21.1K -71 -0.5%
IIA
2094
Integral Investment Advisors
California
$4.7M +$52.6K +177 +1%
CP
2095
Canopy Partners
Ohio
$4.7M +$46.4K +156 +1%
MPW
2096
MASECO Private Wealth
$4.69M -$16.7K -56 -0.4%
VWM
2097
VCI Wealth Management
Missouri
$4.69M +$903K +3,036 +26%
AWM
2098
Aberdeen Wealth Management
Illinois
$4.68M -$89.2K -300 -2%
FFS
2099
Flavin Financial Services
Florida
$4.68M +$128K +430 +3%
TAP
2100
Tounjian Advisory Partners
Florida
$4.68M -$2.68M -9,016 -38%

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.