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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
SL
2351
Sentinus LLC
Illinois
$3.49M +$14.9K +50 +0.5%
FFA
2352
Fortune Financial Advisors
Kansas
$3.49M -$7.43K -25 -0.2%
PWMG
2353
Pinnacle Wealth Management Group
Michigan
$3.49M +$18.4K +62 +0.6%
YP
2354
YANKCOM Partnership
South Dakota
$3.48M -$22K -74 -0.7%
SFS
2355
Solitude Financial Services
Virginia
$3.48M +$21.7K +73 +0.7%
MCWA
2356
Meadow Creek Wealth Advisors
Georgia
$3.48M -$86.3K -290 -2%
SA
2357
Scarborough Advisors
Maryland
$3.47M +$2.73M +9,180 +507%
FCA
2358
Fortis Capital Advisors
Kansas
$3.47M -$88.9K -299 -3%
MHIC
2359
Marble Harbor Investment Counsel
Massachusetts
$3.46M -$29.7K -100 -0.9%
SFC
2360
SYM Financial Corp
Indiana
$3.46M +$256K +862 +9%
SPWM
2361
Schrum Private Wealth Management
Florida
$3.46M -$83.6K -281 -2%
RA
2362
Rockingstone Advisors
Massachusetts
$3.46M -$59.5K -200 -2%
WPA
2363
West Paces Advisors
Georgia
$3.46M -$87.1K -293 -3%
I
2364
INVST
Indiana
$3.44M -$138K -463 -4%
RWA
2365
Redhawk Wealth Advisors
Minnesota
$3.44M +$99.3K +334 +3%
GMFG
2366
Greater Midwest Financial Group
Minnesota
$3.42M +$58.9K +198 +2%
CPA
2367
Capital Planning Advisors
California
$3.42M +$1.42M +4,778 +79%
MSWM
2368
McGlone Suttner Wealth Management
Wisconsin
$3.42M +$68.7K +231 +2%
XT
2369
XTX Topco
Cayman Islands
$3.42M -$2.08M -7,007 -39%
LWMM
2370
Legacy Wealth Management (Mississippi)
Mississippi
$3.42M -$480K -1,613 -13%
GDCM
2371
Galaxy Digital Capital Management
New York
$3.42M +$134K +452 +4%
PCMN
2372
Paradigm Capital Management (Nevada)
Nevada
$3.42M -$389K -1,308 -11%
FCFC
2373
First Citizens Financial Corp
Iowa
$3.41M
UCB
2374
United Community Bank
South Carolina
$3.41M +$600K +2,019 +23%
FWM
2375
Focused Wealth Management
New York
$3.41M +$29.7K +100 +0.9%

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.