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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
GIM
976
Goelzer Investment Management
Indiana
$20.5M -$161K -542 -0.8%
IAN
977
Integrated Advisors Network
Texas
$20.5M +$819K +2,753 +4%
FCP
978
Fidelis Capital Partners
Florida
$20.5M +$1.8M +6,036 +10%
NAS
979
Nicolet Advisory Services
Wisconsin
$20.4M +$165K +554 +0.8%
MIC
980
Means Investment Company
Maine
$20.4M +$177K +596 +0.9%
ISB
981
Iowa State Bank
Iowa
$20.3M -$817K -2,746 -4%
PWW
982
Pettyjohn Wood & White
Virginia
$20.3M -$297 -1 -0%
JAM
983
JCIC Asset Management
Ontario, Canada
$20.2M +$19.1M +64,163 New
EFS
984
Essex Financial Services
Connecticut
$20.2M -$402K -1,352 -2%
PGAM
985
Princeton Global Asset Management
New Jersey
$20.2M -$135K -455 -0.7%
SVWAG
986
Sound View Wealth Advisors Group
Georgia
$20.2M +$200K +672 +1%
CCM
987
Copeland Capital Management
Pennsylvania
$20.2M -$939K -3,157 -5%
MIM
988
Morningstar Investment Management
Illinois
$20.2M +$18.2M +61,194 +2,186%
BG
989
BDF Gestion
France
$20.2M -$3.95M -13,290 -17%
BJL
990
Brighton Jones LLC
Washington
$20.1M +$3.64M +12,246 +24%
BPAMU
991
BTG Pactual Asset Management US
New York
$20M +$1.64M +5,529 +10%
BONST
992
Bank of Nova Scotia Trust
Ontario, Canada
$20M -$579K -1,947 -3%
WAM
993
Winslow Asset Management
Ohio
$20M -$768K -2,582 -4%
KFGK
994
Keystone Financial Group (Kentucky)
Kentucky
$19.9M +$2.59M +8,719 +16%
ABTD
995
Arvest Bank Trust Division
Oklahoma
$19.8M -$7.04M -23,654 -27%
TCWA
996
Turtle Creek Wealth Advisors
Texas
$19.8M +$2.87M +9,650 +18%
AAP
997
Arax Advisory Partners
Colorado
$19.7M +$9.08M +30,528 +96%
RC
998
Roundview Capital
New Jersey
$19.7M -$15.2K -51 -0.1%
SIC
999
SFE Investment Counsel
California
$19.7M -$512K -1,722 -3%
ST
1000
Spinnaker Trust
Maine
$19.6M -$448K -1,508 -2%

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.