We are live on ! Find out more
JPM icon

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
RCG
1726
Regatta Capital Group
California
$7.23M +$151K +508 +2%
CIA
1727
Cohen Investment Advisors
New Hampshire
$7.22M +$79.4K +267 +1%
SCM
1728
Silvant Capital Management
Georgia
$7.21M -$924K -3,107 -12%
GCM
1729
Gables Capital Management
Florida
$7.21M +$479K +1,610 +8%
NPA
1730
Nichols & Pratt Advisers
Massachusetts
$7.19M
SGCA
1731
Steel Grove Capital Advisors
Tennessee
$7.19M
PDL
1732
Portfolio Design Labs
California
$7.19M -$290K -974 -4%
GD
1733
Grandfield & Dodd
New York
$7.17M -$7.14K -24 -0.1%
BEC
1734
Blue Edge Capital
Virginia
$7.17M -$311K -1,047 -4%
NG
1735
Novem Group
New York
$7.16M -$278K -934 -4%
SWA
1736
SOA Wealth Advisors
New York
$7.14M +$595 +2 +0%
SIAG
1737
Signet Investment Advisory Group
Rhode Island
$7.14M -$207K -695 -3%
TM
1738
TigerOak Management
New Mexico
$7.12M -$6.25K -21 -0.1%
FM
1739
Family Management
New York
$7.11M +$52K +175 +0.8%
SLC
1740
Second Line Capital
Louisiana
$7.11M -$16.1K -54 -0.2%
GCM
1741
Graham Capital Management
Connecticut
$7.1M +$6.69M +22,500 New
RCWM
1742
Royal Capital Wealth Management
Indiana
$7.09M +$162K +546 +2%
WC
1743
Wynn Capital
Georgia
$7.08M +$19K +64 +0.3%
RBA
1744
Richard Bernstein Advisors
New York
$7.08M -$7.34M -24,669 -52%
CTC (Chicago Trading Company)
1745
CTC (Chicago Trading Company)
Illinois
$7.07M +$6.66M +22,409 New
UB
1746
Umpqua Bank
Oregon
$7.06M -$297 -1 -0%
NCM
1747
NCM Capital Management
New Jersey
$7.06M -$94K -316 -1%
ORC
1748
O'Rourke & Company
Massachusetts
$7.04M -$194K -651 -3%
XSC
1749
X-Square Capital
Puerto Rico
$7.03M +$57.4K +193 +0.9%
CCWM
1750
Cassaday & Co Wealth Management
Virginia
$7.02M +$80.6K +271 +1%

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.