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
FFIC
651
First Fiduciary Investment Counsel
Ohio
$40.5M -$1.22M -4,098 -3%
NCM
652
Narwhal Capital Management
Georgia
$40.4M +$503K +1,690 +1%
FTWA
653
Fifth Third Wealth Advisors
Ohio
$40.3M +$1.04M +3,488 +3%
CI
654
Conning Inc
Connecticut
$40.3M -$5.47M -18,400 -13%
NIG
655
NFJ Investment Group
Texas
$40.2M -$1.67M -5,620 -4%
SMFG
656
Sumitomo Mitsui Financial Group
Japan
$40.2M +$399K +1,343 +1%
Barrow, Hanley, Mewhinney & Strauss
657
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.2M -$1.23M -4,141 -3%
BWFA
658
Baltimore-Washington Financial Advisors
Maryland
$40.1M +$837K +2,813 +2%
PMG
659
Private Management Group
California
$39.9M -$904K -3,041 -2%
TBA
660
Tower Bridge Advisors
Pennsylvania
$39.9M -$116K -389 -0.3%
MMA
661
Miracle Mile Advisors
California
$39.8M +$1.37M +4,598 +4%
NMERB
662
New Mexico Educational Retirement Board
New Mexico
$39.6M -$1.78M -6,000 -5%
PP
663
Patten & Patten
Tennessee
$39.6M -$392K -1,319 -1%
MC
664
Moors & Cabot
Massachusetts
$39.6M -$362K -1,216 -1%
DIA
665
Dana Investment Advisors
Wisconsin
$39.5M -$2.02M -6,789 -5%
DI
666
DKRT Investments
$39.4M
VV
667
Verity & Verity
South Carolina
$39.1M +$595 +2 +0%
AHB
668
Abner Herrman & Brock
New Jersey
$39.1M +$177K +595 +0.5%
SG
669
Sienna Gestion
France
$39M +$14.2M +47,792 +54%
SGK
670
Steigerwald Gordon & Koch
Virginia
$39M -$742K -2,496 -2%
SGAM
671
Smith Group Asset Management
Texas
$38.9M +$1.82M +6,118 +5%
FNBOO
672
First National Bank of Omaha
Nebraska
$38.8M -$3.41M -11,474 -9%
FDCP
673
Foster Dykema Cabot & Partners
Massachusetts
$38.8M +$214K +721 +0.6%
KFP
674
KMG Fiduciary Partners
Ohio
$38.7M +$277K +933 +0.8%
PCM
675
Palisade Capital Management
New Jersey
$38.6M -$895K -3,009 -2%

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.