We are live on ! Find out more
JPM icon

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
SCP
451
Seizert Capital Partners
Michigan
$75.6M -$11.7M -39,470 -14%
PFS
452
Prospera Financial Services
Texas
$75.6M +$5.06M +17,020 +8%
DWM
453
Dakota Wealth Management
Florida
$75.4M -$4.03M -13,556 -5%
CS
454
Cannell & Spears
New York
$75.4M -$2.19M -7,350 -3%
VVP
455
Venture Visionary Partners
Ohio
$75.2M -$133K -447 -0.2%
T. Rowe Price Investment Management
456
T. Rowe Price Investment Management
Maryland
$74.7M -$23.2M -78,072 -25%
RIG
457
RiverFront Investment Group
Virginia
$74.6M +$3.87M +13,002 +6%
KB
458
Kimelman & Baird
New York
$74.3M -$2.57M -8,657 -4%
ACM
459
Argent Capital Management
Missouri
$73.8M -$135K -453 -0.2%
WIA
460
World Investment Advisors
California
$73.7M +$595K +2,001 +0.9%
CIA
461
Capital Investment Advisors
Georgia
$73M +$613K +2,060 +0.9%
WT
462
Washington Trust
Rhode Island
$72.6M +$1.38M +4,647 +2%
IIM
463
INTECH Investment Management
Florida
$72.4M +$12.9M +43,349 +23%
BCI
464
Brinker Capital Investments
Pennsylvania
$72.3M +$4.06M +13,648 +6%
JIC
465
Johnson Investment Counsel
Ohio
$72.2M -$370K -1,244 -0.5%
SIC
466
Salem Investment Counselors
North Carolina
$72.1M +$202K +679 +0.3%
WA
467
Waverly Advisors
Alabama
$71.9M +$1.77M +5,967 +3%
ZIC
468
ZWJ Investment Counsel
Georgia
$71.8M -$1.52M -5,120 -2%
DRZID
469
DePrince Race & Zollo Inc (DRZ)
Florida
$71.6M -$4.37M -14,686 -6%
CVA
470
Ceredex Value Advisors
Florida
$71.3M -$771K -2,592 -1%
EMPI
471
Elo Mutual Pension Insurance
Finland
$71.2M +$275K +923 +0.4%
MSR
472
Main Street Research
Connecticut
$70.9M +$130K +437 +0.2%
AI
473
Atria Investments
North Carolina
$70.1M -$4.8M -16,143 -7%
MWM
474
Modera Wealth Management
New Jersey
$70.1M -$1.28M -4,312 -2%
KIA
475
KCM Investment Advisors
California
$69.1M +$5.53M +18,579 +9%

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.