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
OWP
2226
ORG Wealth Partners
Texas
$4.02M +$545K +1,831 +17%
RPGK
2227
Retirement Planning Group (Kansas)
Kansas
$4.02M +$1.51M +5,071 +66%
MWM
2228
MGB Wealth Management
Texas
$4.01M -$108K -363 -3%
GWM
2229
Greenwich Wealth Management
Connecticut
$4.01M +$15.2K +51 +0.4%
AWM
2230
Ameliora Wealth Management
Switzerland
$4.01M -$908K -3,054 -19%
CIM
2231
Caldwell Investment Management
Ontario, Canada
$4.01M
CG
2232
Cynosure Group
Utah
$4.01M -$894K -3,005 -19%
HIMS
2233
Hager Investment Management Services
New Hampshire
$4M -$283K -951 -7%
CA
2234
CGN Advisors
Kansas
$4M -$129K -433 -3%
ACM
2235
Allred Capital Management
Texas
$4M +$153K +515 +4%
WA
2236
WBH Advisory
Maryland
$3.99M +$21.7K +73 +0.6%
AWA
2237
Acorn Wealth Advisors
Michigan
$3.99M +$2.38K +8 +0.1%
MCM
2238
Monument Capital Management
Virginia
$3.99M -$267K -897 -7%
JWM
2239
Jeppson Wealth Management
California
$3.98M -$15.2K -51 -0.4%
CPSC
2240
Carl P. Sherr & Co
Massachusetts
$3.97M +$4.16K +14 +0.1%
AA
2241
Aire Advisors
California
$3.97M +$4.46K +15 +0.1%
MASUI
2242
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.97M +$3.74M +12,585 New
EBWM
2243
Eagle Bluffs Wealth Management
Missouri
$3.97M +$154K +519 +4%
PWC
2244
PYA Waltman Capital
Tennessee
$3.96M -$139K -469 -4%
PWP
2245
Precedent Wealth Partners
Texas
$3.96M +$213K +717 +6%
BWM
2246
Bernard Wealth Management
Michigan
$3.96M +$11.6K +39 +0.3%
CA
2247
Crewe Advisors
Utah
$3.95M +$3.72M +12,517 New
CP
2248
Cumberland Partners
Ontario, Canada
$3.95M +$3.72M +12,514 New
AA
2249
Advisory Alpha
Michigan
$3.94M -$71.7K -241 -2%
NHC
2250
Nicholas Hoffman & Company
Georgia
$3.94M +$80.3K +270 +2%

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.