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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
RWM
776
Ritholtz Wealth Management
New York
$29.5M +$1.89M +6,365 +7%
GIA
777
GHP Investment Advisors
Colorado
$29.4M -$508K -1,709 -2%
BFIM
778
Beese Fulmer Investment Management
Ohio
$29.4M -$285K -959 -1%
TIM
779
Thornburg Investment Management
New Mexico
$29.4M -$98.4K -331 -0.4%
FFA
780
Farther Finance Advisors
California
$29.3M +$3.7M +12,443 +15%
NEI
781
Northwest & Ethical Investments
Ontario, Canada
$29.3M
CPCPP
782
Canada Post Corporation Pension Plan
Canada
$29.3M +$6.49M +21,805 +31%
MA
783
Mutual Advisors
Nebraska
$29.3M +$1.26M +4,244 +4%
BWP
784
Baldwin Wealth Partners
Massachusetts
$29.2M -$518K -1,743 -2%
BFA
785
Bragg Financial Advisors
North Carolina
$29.2M -$5.95K -20 -0%
SLI
786
Sumitomo Life Insurance
Japan
$29.2M -$2.9M -9,752 -10%
FSA
787
Fort Sheridan Advisors
Illinois
$29.2M -$200K -672 -0.7%
TMAM
788
Tokio Marine Asset Management
Japan
$29.1M +$810K +2,722 +3%
PS
789
Principal Securities
Iowa
$29M +$1.12M +3,753 +4%
CAM
790
Cidel Asset Management
Ontario, Canada
$29M -$285K -957 -1%
HTIM
791
Harbour Trust & Investment Management
Indiana
$28.8M -$288K -970 -1%
WBC
792
Westpac Banking Corp
Australia
$28.8M -$44.3K -149 -0.2%
TSW
793
Thompson Siegel & Walmsley
Virginia
$28.7M -$322K -1,081 -1%
FG
794
Fiduciary Group
Georgia
$28.7M -$180K -604 -0.7%
IBOK
795
Independence Bank of Kentucky
Kentucky
$28.7M -$372K -1,252 -1%
LIM
796
Leavell Investment Management
Alabama
$28.7M -$1.21M -4,064 -4%
WB
797
Webster Bank
Connecticut
$28.6M -$615K -2,069 -2%
ECM
798
Evergreen Capital Management
Washington
$28.5M -$518K -1,742 -2%
WC
799
Whitney & Co
New York
$28.5M -$643K -2,161 -2%
CFIA
800
Cantor Fitzgerald Investment Advisors
New York
$28.5M -$706K -2,373 -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.