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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
CWA
2251
Canvas Wealth Advisors
Kansas
$3.94M +$11K +37 +0.3%
BSAM
2252
Blue Square Asset Management
New York
$3.93M +$12.8K +43 +0.3%
MLA
2253
MB, Levis & Associates
Pennsylvania
$3.9M -$555K -1,867 -13%
BFG
2254
Berger Financial Group
Minnesota
$3.9M +$10.4K +35 +0.3%
ILI
2255
Invesco LLC (Illinois)
Illinois
$3.89M -$21.4K -72 -0.6%
AFC
2256
AFT Forsyth & Company
Florida
$3.89M +$155K +520 +4%
AP
2257
Advisors Preferred
Maryland
$3.88M
EWA
2258
Etesian Wealth Advisors
Oregon
$3.88M -$66.3K -223 -2%
NFA
2259
Northern Financial Advisors
Michigan
$3.87M +$357K +1,201 +11%
CA
2260
Cannon Advisors
North Carolina
$3.87M -$11.3K -38 -0.3%
WHC
2261
Wulff, Hansen & Co
California
$3.86M
CHJWM
2262
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.86M -$8.63K -29 -0.2%
VWS
2263
Virtus Wealth Solutions
New Jersey
$3.85M -$10.7K -36 -0.3%
EG
2264
Ellerson Group
Maryland
$3.85M -$2.68K -9 -0.1%
CPA
2265
Court Place Advisors
Maryland
$3.84M -$128K -429 -3%
VIA
2266
Victrix Investment Advisors
Florida
$3.84M +$104K +348 +3%
CWA
2267
Consilium Wealth Advisory
Texas
$3.84M +$359K +1,207 +11%
Aristotle Capital Management
2268
Aristotle Capital Management
California
$3.83M
GG
2269
Gleason Group
Kentucky
$3.83M -$1.49K -5 -0%
TS
2270
TradeWell Securities
Indiana
$3.83M +$10.1K +34 +0.3%
S
2271
Sunpointe
Missouri
$3.83M +$5.06K +17 +0.1%
WMP
2272
Wealth Management Partners
Arizona
$3.8M -$31.5K -106 -0.9%
LWA
2273
Lantern Wealth Advisors
New York
$3.78M -$379K -1,275 -10%
STAS
2274
Strong Tower Advisory Services
Minnesota
$3.78M -$59.2K -199 -2%
BWP
2275
BSW Wealth Partners
Colorado
$3.78M +$297 +1 +0%

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.