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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
BSA
526
Braun Stacey Associates
New York
$59.2M -$249K -836 -0.4%
CSIC
527
Clifford Swan Investment Counsel
California
$58.4M -$810K -2,725 -1%
HR
528
Howe & Rusling
New York
$57.7M -$143K -481 -0.3%
DILIC
529
Dai-ichi Life Insurance Company
Japan
$57.4M +$1.33M +4,475 +3%
LFG
530
Lazard Frères Gestion
France
$57M +$1.5M +5,050 +3%
AAIM
531
American Assets Investment Management
California
$56M
GAM
532
Generali Asset Management
Italy
$56M -$719K -2,418 -1%
CCM
533
Chilton Capital Management
Texas
$55.9M -$14.2M -47,622 -21%
IAA
534
Independent Advisor Alliance
North Carolina
$55.9M +$1.08M +3,632 +2%
FNT
535
First National Trust
Pennsylvania
$55.9M -$1.96M -6,601 -4%
CGPCS
536
Capital Group Private Client Services
California
$55.7M -$166M -557,841 -76%
SIG
537
Senator Investment Group
New York
$55.2M -$39.3M -132,000 -43%
KRS
538
Kentucky Retirement Systems
Kentucky
$55M -$6.23M -20,937 -11%
ASN
539
Advisory Services Network
Georgia
$54.8M -$678K -2,281 -1%
FIA
540
Foundations Investment Advisors
Arizona
$54.7M +$4.31M +14,482 +9%
CA
541
CSM Advisors
Pennsylvania
$54.5M -$13.3M -44,864 -21%
LCS
542
Levin Capital Strategies
New York
$54.5M -$88K -296 -0.2%
CI
543
Cambiar Investors
Colorado
$54.4M -$8.22M -27,634 -14%
CA
544
Cornerstone Advisors
North Carolina
$54.3M
EGA
545
Eagle Global Advisors
Texas
$54.1M -$496K -1,669 -1%
RC
546
Randolph Company
Ohio
$54.1M +$52.9K +178 +0.1%
DCM
547
Discovery Capital Management
Connecticut
$53.9M +$1.16M +3,900 +2%
CL
548
Choreo LLC
Illinois
$53.8M -$780K -2,621 -2%
GI
549
GAMCO Investors
Connecticut
$53.7M -$2.48M -8,339 -5%
NCM
550
Nearwater Capital Markets
Ireland
$53.6M -$57.1M -192,000 -53%

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.