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JPMorgan Chase

4,755 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,944 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 100

6% more capital invested

Capital invested by funds: $583B → $618B (+$35.1B)

0% more funds holding

Funds holding: 4,7434,755 (+12)

8% less repeat investments, than reductions

Existing positions increased: 1,944 | 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
4,755
Holders Change
+12
Holders Change %
+0.25%
% 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
191
Increased
1,944
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
EI
951
Ethic Inc
New York
$21.4M +$1.1M +3,712 +6%
CT
952
Caldwell Trust
Florida
$21.3M -$161K -542 -0.8%
FTC
953
Farmers Trust Company
Ohio
$21.3M -$260K -875 -1%
RWA
954
River Wealth Advisors
Pennsylvania
$21.3M +$111K +374 +0.6%
PI
955
PFG Investments
New York
$21.3M -$8.92K -30 -0%
Parallax Volatility Advisers
956
Parallax Volatility Advisers
California
$21.3M +$16M +53,883 +399%
SCM
957
Sterling Capital Management
North Carolina
$21.2M -$51.2K -172 -0.3%
BOC
958
Barbara Oil Co
Illinois
$21.1M
IWM
959
IHT Wealth Management
Illinois
$21.1M -$281K -945 -1%
AC
960
AlphaCore Capital
California
$21M +$1.14M +3,840 +6%
SAM
961
Strategy Asset Managers
California
$21M +$60.7K +204 +0.3%
OCM
962
One Capital Management
California
$21M -$102K -343 -0.5%
TCM
963
Telos Capital Management
California
$20.9M -$10.4K -35 -0.1%
DWA
964
Douglass Winthrop Advisors
New York
$20.9M +$3.36M +11,312 +21%
1SB
965
1ST Source Bank
Indiana
$20.8M -$537K -1,805 -3%
ANTB
966
AMG National Trust Bank
Colorado
$20.8M -$153K -514 -0.8%
PMAM
967
Picton Mahoney Asset Management
Ontario, Canada
$20.8M -$1.29M -4,333 -6%
GAM
968
Griffin Asset Management
New York
$20.8M -$255K -857 -1%
FMWA
969
Forvis Mazars Wealth Advisors
Missouri
$20.7M -$155K -520 -0.8%
PF
970
Phoenix Financial
Israel
$20.7M -$3.3M -11,099 -14%
OCBCO
971
Oversea-Chinese Banking Corp (OCBC)
Singapore
$20.7M -$5.16M -17,343 -21%
BRWA
972
B. Riley Wealth Advisors
Florida
$20.6M -$2.42M -8,124 -11%
CAM
973
Close Asset Management
United Kingdom
$20.6M -$443K -1,490 -2%
GIP
974
Granite Investment Partners
California
$20.6M -$382K -1,285 -2%
IA
975
Intellus Advisors
Florida
$20.6M -$94.3K -317 -0.5%

JPM Hedge Fund Activity: Q3 2025 in Review

4,755 of the 7,625 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: 191 funds opened new JPM positions and 100 closed out — a net gain of 91 holders — while 1,944 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.

  • 4,755 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,743 in Q2 2025.
  • Funds reported $618B of JPMorgan Chase stock for Q3 2025, up 6% quarter-over-quarter.
  • 191 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +91 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.