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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
WAS
601
Wesleyan Assurance Society
United Kingdom
$45.8M -$379K -1,275 -0.9%
MIA
602
MMBG Investment Advisors
Florida
$45.7M +$506K +1,700 +1%
LSERS
603
Louisiana State Employees Retirement System
Louisiana
$45.5M -$684K -2,300 -2%
HWA
604
Heritage Wealth Advisors
Virginia
$45.4M +$39.6M +133,203 +1,227%
FCBT
605
First Citizens Bank & Trust
North Carolina
$45.4M +$195K +657 +0.5%
MAM
606
Martingale Asset Management
Massachusetts
$45.2M -$3.96M -13,329 -9%
PIM
607
Penobscot Investment Management
Massachusetts
$45.1M +$1.68M +5,647 +4%
VA
608
Vident Advisory
Georgia
$45.1M +$1.12M +3,762 +3%
OCM
609
Osterweis Capital Management
California
$44.9M +$156K +525 +0.4%
GIBU
610
Gulf International Bank (UK)
United Kingdom
$44.7M -$765K -2,571 -2%
BG
611
Bollard Group
Massachusetts
$44.6M +$2.15M +7,228 +5%
CC
612
Chicago Capital
Illinois
$44.3M -$498K -1,675 -1%
BEI
613
Benjamin Edwards Inc
Missouri
$44.3M +$3.21M +10,798 +8%
CS
614
Central Securities
New York
$44.2M -$2.97M -10,000 -7%
LA
615
LBP AM
France
$44.1M +$460K +1,548 +1%
WAM
616
Wilsey Asset Management
California
$43.9M -$1.37M -4,623 -3%
LBC
617
Lowe Brockenbrough & Co
Virginia
$43.9M -$1.3M -4,355 -3%
MAA
618
Matrix Asset Advisors
New York
$43.8M -$119K -400 -0.3%
Hudson Bay Capital Management
619
Hudson Bay Capital Management
Connecticut
$43.8M -$24.5M -82,236 -37%
MSRPS
620
Maryland State Retirement & Pension System
Maryland
$43.6M +$1.06M +3,557 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
621
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.4M -$18.2M -61,241 -31%
PCM
622
Parsons Capital Management
Rhode Island
$43.4M -$823K -2,768 -2%
KCM
623
Kanawha Capital Management
Virginia
$43.4M -$18.7K -63 -0%
FA
624
Fiduciary Alliance
South Carolina
$43.2M -$2.78M -9,364 -6%
CTI
625
Community Trust & Investment
Kentucky
$43.1M -$8.84M -29,719 -18%

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.