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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
DA
1476
DCM Advisors
New York
$9.54M -$397K -1,335 -4%
UHC
1477
Union Heritage Capital
Michigan
$9.53M
PFM
1478
Phillips Financial Management
Indiana
$9.52M +$379K +1,273 +4%
BA
1479
Baugh & Associates
Georgia
$9.52M -$324K -1,088 -3%
SI
1480
Sava Infond
Slovenia
$9.52M -$164K -550 -2%
William Blair Investment Management
1481
William Blair Investment Management
Illinois
$9.5M -$13.3M -44,855 -60%
PG
1482
Patten Group
Tennessee
$9.49M -$77.3K -260 -0.9%
AH
1483
Allen Holding
New York
$9.46M
AIP
1484
Ameritas Investment Partners
Nebraska
$9.44M +$228K +768 +3%
RFN
1485
RDA Financial Network
Iowa
$9.44M -$413K -1,390 -4%
HWA
1486
HCR Wealth Advisors
California
$9.43M +$259K +871 +3%
GLR
1487
Great Lakes Retirement
Ohio
$9.42M +$376K +1,263 +4%
RMSCM
1488
R.M. Sincerbeaux Capital Management
New York
$9.42M -$29.7K -100 -0.3%
SF
1489
Symphony Financial
Texas
$9.42M +$1.02M +3,429 +13%
SAM
1490
Sompo Asset Management
Japan
$9.4M -$362K -1,218 -4%
GFP
1491
Gryphon Financial Partners
Ohio
$9.39M -$430K -1,447 -5%
CF
1492
Concorde Financial
Texas
$9.38M -$239K -804 -3%
OFA
1493
Oak Family Advisors
Illinois
$9.38M +$39.6K +133 +0.4%
AC
1494
Addison Capital
Pennsylvania
$9.37M -$175K -589 -2%
ACM
1495
Argyle Capital Management
Pennsylvania
$9.37M -$22.3K -75 -0.3%
SACTSONJ
1496
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$9.37M
WE
1497
Wealth Effects
Massachusetts
$9.36M +$14K +47 +0.2%
BP
1498
BBR Partners
New York
$9.36M -$447K -1,504 -5%
HCM
1499
Hall Capital Management
Rhode Island
$9.36M -$41.3K -139 -0.5%
GBT
1500
Grove Bank & Trust
Florida
$9.35M -$476K -1,601 -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.