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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
BFA
1401
Bill Few Associates
Pennsylvania
$10.4M +$7.73K +26 +0.1%
DAS
1402
Diversify Advisory Services
Utah
$10.4M -$2.1M -7,058 -17%
CW
1403
CreativeOne Wealth
Kansas
$10.3M +$236K +794 +2%
HCM
1404
Harvey Capital Management
Florida
$10.3M -$348K -1,170 -3%
BKA
1405
Brick & Kyle Associates
Pennsylvania
$10.3M -$37.8K -127 -0.4%
EL
1406
Essex LLC
Illinois
$10.3M -$184K -619 -2%
MG
1407
Marex Group
$10.2M +$9.45M +31,760 +4,550%
TAM
1408
Trust Asset Management
Texas
$10.2M
O
1409
Ossiam
France
$10.2M +$565K +1,899 +6%
BBA
1410
Baader Bank Aktiengesellschaft
Germany
$10.2M +$2.21M +7,430 +30%
CCT
1411
Chemung Canal Trust
New York
$10.2M -$441K -1,482 -4%
CD
1412
Chapin Davis
Maryland
$10.2M +$40.2K +135 +0.4%
FFN
1413
Focus Financial Network
Minnesota
$10.2M +$226K +761 +2%
AC
1414
Arjuna Capital
North Carolina
$10.2M +$52.3K +176 +0.5%
CIA
1415
Covington Investment Advisors
Pennsylvania
$10.2M -$140K -471 -1%
BSC
1416
Brown Shipley & Co
United Kingdom
$10.1M -$1.55M -5,205 -14%
BGC
1417
Beutel, Goodman & Co
Ontario, Canada
$10.1M -$156K -525 -2%
FSG
1418
Financial Strategies Group
Michigan
$10.1M +$196K +658 +2%
NG
1419
NatWest Group
United Kingdom
$10.1M +$126K +423 +1%
CSA
1420
Cottage Street Advisors
Massachusetts
$10.1M -$108K -363 -1%
LSPW
1421
Lake Street Private Wealth
Illinois
$10.1M -$127K -427 -1%
NAM
1422
NTV Asset Management
West Virginia
$10.1M +$353K +1,186 +4%
LG
1423
Leuthold Group
Minnesota
$10.1M +$322K +1,081 +4%
CBB
1424
Citizens Business Bank
California
$10.1M +$262K +881 +3%
RA
1425
RFG Advisory
Alabama
$10.1M -$731K -2,457 -7%

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.