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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
OA
676
Oak Associates
Ohio
$38.6M -$990K -3,329 -3%
SCM
677
SCS Capital Management
Massachusetts
$38.3M -$3.37M -11,320 -9%
JWCA
678
J.W. Cole Advisors
Florida
$38.1M +$124K +417 +0.3%
BBHC
679
Brown Brothers Harriman & Co
New York
$38.1M +$1.36M +4,561 +4%
SBCM
680
Schwerin Boyle Capital Management
Massachusetts
$38M -$1.27M -4,275 -3%
STA
681
Summit Trail Advisors
New York
$37.9M +$2.02M +6,790 +6%
BHCM
682
Brevan Howard Capital Management
Jersey
$37.8M -$5.42M -18,228 -13%
HP
683
Hosking Partners
United Kingdom
$37.7M +$90.4K +304 +0.3%
SCA
684
Stonebridge Capital Advisors
Minnesota
$37.7M -$344K -1,158 -1%
AIMC
685
Alley Investment Management Company
Illinois
$37.6M -$2.82M -9,492 -7%
FLII
686
First Long Island Investors
New York
$37.5M +$196K +659 +0.6%
SPS
687
Susquehanna Portfolio Strategies
Pennsylvania
$37.3M
BCM
688
Bridgeway Capital Management
Texas
$37.2M +$771K +2,591 +2%
TWC
689
The Woodbridge Company
Ontario, Canada
$37.1M
TA
690
TruWealth Advisors
Louisiana
$36.9M +$171K +576 +0.5%
SIA
691
Sit Investment Associates
Minnesota
$36.6M -$1.08M -3,622 -3%
PCH
692
Polar Capital Holdings
United Kingdom
$36.5M -$1.56M -5,231 -4%
BC
693
Burney Company
Virginia
$36.4M -$200K -673 -0.6%
RCP
694
Rothschild Capital Partners
New York
$36.2M +$124K +416 +0.4%
ALMGDA
695
AG2R La Mondiale Gestion d'Actifs
France
$36.2M
ATPW
696
Ashton Thomas Private Wealth
Arizona
$36.2M +$8.6M +28,913 +34%
LOAMS
697
Lombard Odier Asset Management (Switzerland)
Switzerland
$36M -$471K -1,585 -1%
AHC
698
Adell Harriman & Carpenter
Texas
$35.9M -$460K -1,547 -1%
OPCM
699
Osborne Partners Capital Management
California
$35.7M -$199K -668 -0.6%
CANC
700
Culbertson A N & Co
Virginia
$35.6M -$919K -3,091 -3%

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.