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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
PCA
751
Pallas Capital Advisors
Massachusetts
$31.3M +$749K +2,517 +3%
BHIA
752
Birch Hill Investment Advisors
Massachusetts
$31.2M -$706K -2,374 -2%
AIM
753
Avity Investment Management
Connecticut
$31M -$600K -2,018 -2%
YC
754
Yarbrough Capital
Tennessee
$30.9M
CA
755
Callahan Advisors
Texas
$30.9M -$357K -1,199 -1%
JMFC
756
J.M. Forbes & Co
Massachusetts
$30.8M +$272K +915 +0.9%
BP
757
Ballentine Partners
Massachusetts
$30.8M +$304K +1,023 +1%
LFAS
758
Level Four Advisory Services
Texas
$30.8M -$1.15M -3,870 -4%
AAIS
759
ABN AMRO Investment Solutions
$30.8M -$9.15M -30,754 -24%
GC
760
Grimes & Company
Massachusetts
$30.7M +$2.97M +9,988 +11%
LW
761
Linscomb Wealth
Texas
$30.6M -$2.67M -8,969 -8%
Assenagon Asset Management
762
Assenagon Asset Management
Luxembourg
$30.6M +$172K +580 +0.6%
LWM
763
Lyell Wealth Management
California
$30.5M -$1.07M -3,597 -4%
AFG
764
Albion Financial Group
Utah
$30.5M +$155K +521 +0.5%
GAM
765
Gotham Asset Management
New York
$30.4M +$3.07M +10,328 +12%
GT
766
Greenleaf Trust
Michigan
$30.4M -$5.59M -18,811 -16%
CWP
767
Cyndeo Wealth Partners
Florida
$30.4M -$510K -1,714 -2%
LNWWM
768
Laird Norton Wetherby Wealth Management
California
$30M +$171K +574 +0.6%
WTB
769
Washington Trust Bank
Washington
$29.9M -$1.41M -4,754 -5%
CIM
770
Courant Investment Management
Tennessee
$29.9M
IEFM
771
IQ EQ Fund Management
Ireland
$29.7M -$265K -890 -0.9%
TW
772
TritonPoint Wealth
Maryland
$29.7M -$514K -1,727 -2%
RAM
773
Rempart Asset Management
Canada
$29.7M -$1.07M -3,610 -4%
GRP
774
Global Retirement Partners
California
$29.7M +$387K +1,301 +1%
RPC
775
Rossmore Private Capital
Connecticut
$29.6M +$189K +637 +0.7%

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.