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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
CHAM
726
Clear Harbor Asset Management
Connecticut
$33.4M -$705K -2,370 -2%
HSA
727
HBK Sorce Advisory
Pennsylvania
$33.4M -$241K -812 -0.7%
SHFA
728
SS&H Financial Advisors
Michigan
$33.3M
EF
729
Empirical Finance
Pennsylvania
$33.3M +$269K +905 +0.9%
PEAK6
730
PEAK6
Illinois
$33.1M +$26.6M +89,598 +587%
RT
731
Rockland Trust
Massachusetts
$33.1M -$2.58M -8,666 -8%
CF
732
Covea Finance
France
$32.9M +$3.45M +11,600 +13%
FCH
733
Freestone Capital Holdings
Washington
$32.8M +$1.33M +4,470 +4%
GGS
734
Galvin Gaustad & Stein
Arizona
$32.8M -$1.22M -4,086 -4%
DWT
735
Dorsey & Whitney Trust
South Dakota
$32.6M -$7.39M -24,849 -19%
GVAG
736
Great Valley Advisor Group
Delaware
$32.5M +$566K +1,902 +2%
BCM
737
Brookstone Capital Management
Illinois
$32.3M -$494K -1,661 -2%
JCM
738
Janney Capital Management
Pennsylvania
$32.1M -$3.07M -10,322 -9%
TNB
739
Thomasville National Bank
Georgia
$32.1M -$143K -481 -0.5%
ACIM
740
Azimuth Capital Investment Management
Michigan
$32M -$459K -1,544 -1%
CAMG
741
CWA Asset Management Group
Florida
$32M +$6.84K +23 +0%
AC
742
Allstate Corporation
Illinois
$31.9M +$28.5M +95,788 +1,749%
KCM
743
Kornitzer Capital Management
Kansas
$31.9M -$851K -2,863 -3%
CC
744
Cadinha & Co
Hawaii
$31.7M +$414K +1,393 +1%
SWIG
745
Strategic Wealth Investment Group
Kentucky
$31.7M +$28M +94,091 +1,472%
UBV
746
United Bank (Virginia)
Virginia
$31.4M -$9.81K -33 -0%
CIG
747
Cullen Investment Group
Louisiana
$31.4M -$685K -2,304 -2%
TCOT
748
Trust Company of Toledo
Ohio
$31.3M +$91.3K +307 +0.3%
CCM
749
Coldstream Capital Management
Washington
$31.3M +$202K +680 +0.7%
DT
750
Diversified Trust
Tennessee
$31.3M +$9.24M +31,080 +46%

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.