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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
PFM
801
Premier Fund Managers
United Kingdom
$28.5M -$277K -930 -1%
QC
802
Quadrature Capital
United Kingdom
$28.4M +$11.2M +37,673 +72%
CFC
803
Cincinnati Financial Corp
Ohio
$28.4M
HPG
804
Harvest Portfolios Group
Ontario, Canada
$28.2M -$2.4M -8,076 -8%
BCM
805
Bourgeon Capital Management
Connecticut
$28.1M -$892K -3,000 -3%
MWM
806
Moran Wealth Management
Florida
$28.1M -$4.21M -14,164 -14%
SRC
807
Shufro Rose & Co
New York
$28.1M -$893K -3,004 -3%
DCM
808
Dupont Capital Management
Delaware
$28.1M
EWM
809
Edge Wealth Management
New York
$28M -$17K -57 -0.1%
DMIC
810
Dixon Mitchell Investment Counsel
British Columbia, Canada
$27.9M +$822K +2,764 +3%
FAT
811
First American Trust
California
$27.7M +$3.71M +12,461 +17%
Nomura Holdings
812
Nomura Holdings
Japan
$27.7M +$17.1M +57,584 +191%
AHC
813
Anderson Hoagland & Co
Missouri
$27.7M -$338K -1,138 -1%
NMIMC
814
Northwestern Mutual Investment Management Company
Wisconsin
$27.6M -$302K -1,016 -1%
AC
815
Addenda Capital
Quebec, Canada
$27.6M +$7.52M +25,277 +41%
GP
816
Guardian Partners
Canada
$27.6M -$56.8K -191 -0.2%
CG
817
Caprock Group
Idaho
$27.5M +$27.1M +91,273 New
CNBT
818
Canandaigua National Bank & Trust
New York
$27.4M -$601K -2,020 -2%
TTWM
819
TCV Trust & Wealth Management
Virginia
$27.4M -$603K -2,029 -2%
LF
820
Longbow Finance
Switzerland
$27.3M
QCG
821
Quadrant Capital Group
Ohio
$27.1M +$214K +718 +0.8%
CCM
822
Cohen Capital Management
California
$27.1M -$104K -350 -0.4%
BCV
823
Banque Cantonale Vaudoise
Switzerland
$27.1M +$2.17M +7,288 +9%
BT
824
Banque Transatlantique
France
$27M -$554K -1,864 -2%
GWM
825
GDS Wealth Management
Texas
$27M +$476K +1,600 +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.