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JPMorgan Chase

4,753 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 1,943 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 100

6% more capital invested

Capital invested by funds: $583B → $618B (+$35.1B)

0% more funds holding

Funds holding: 4,7424,753 (+11)

8% less repeat investments, than reductions

Existing positions increased: 1,943 | 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
4,753
Holders Change
+11
Holders Change %
+0.23%
% 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
190
Increased
1,943
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
DCM
376
Donaldson Capital Management
Indiana
$108M -$581K -1,955 -0.6%
GF
377
Gabelli Funds
New York
$108M -$3.67M -12,334 -3%
VDI
378
Vaughan David Investments
Illinois
$107M -$2.65M -8,921 -3%
Pzena Investment Management
379
Pzena Investment Management
New York
$107M -$681K -2,291 -0.7%
IMCOOI
380
Investment Management Corp of Ontario (IMCO)
Canada
$107M +$21.7M +72,917 +27%
HF
381
HRT Financial
New York
$106M +$80M +268,844 +391%
HC
382
Henshaw Capital
Massachusetts
$106M
MGP
383
M&G plc
United Kingdom
$105M -$7.68M -25,836 -7%
PNC
384
Park National Corp
Ohio
$105M -$4.64M -15,598 -4%
ACI
385
Alpha Cubed Investments
California
$105M -$1.89M -6,354 -2%
FT
386
Fiduciary Trust
Massachusetts
$104M -$1.2M -4,050 -1%
FLPIM
387
F.L. Putnam Investment Management
Massachusetts
$103M -$1.57M -5,282 -2%
PFPT
388
Pinnacle Financial Partners (Tennessee)
Tennessee
$102M -$50.6M -170,144 -34%
OAM
389
OP Asset Management
$102M +$1.34M +4,500 +1%
EOJOAM
390
E. Ohman J:or Asset Management
Sweden
$101M -$2.68M -9,005 -3%
MOACM
391
Mutual of America Capital Management
New York
$100M -$6.28M -21,109 -6%
BPA
392
Beacon Pointe Advisors
California
$100M -$17.9M -60,112 -16%
MFIM
393
Mesirow Financial Investment Management
Illinois
$99.8M -$845K -2,841 -0.9%
OPERF
394
Oregon Public Employees Retirement Fund
Oregon
$99.1M +$22M +74,008 +31%
WTC
395
WhitTier Trust Company
Nevada
$98M +$1.43M +4,799 +2%
KPWS
396
Kestra Private Wealth Services
Texas
$97.5M -$170K -572 -0.2%
WB
397
WesBanco Bank
West Virginia
$97.5M -$1.42M -4,763 -2%
NIM
398
NEOS Investment Management
Connecticut
$97.1M +$23.7M +79,649 +35%
Lazard Asset Management
399
Lazard Asset Management
New York
$96.7M +$34.8M +117,061 +61%
SF
400
Synovus Financial
Georgia
$96.7M +$3.51M +11,796 +4%

JPM Hedge Fund Activity: Q3 2025 in Review

4,753 of the 7,622 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: 190 funds opened new JPM positions and 100 closed out — a net gain of 90 holders — while 1,943 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.

  • 4,753 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,742 in Q2 2025.
  • Funds reported $618B of JPMorgan Chase stock for Q3 2025, up 6% quarter-over-quarter.
  • 190 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +90 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.