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JPMorgan Chase

4,752 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,943 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 100

6% more capital invested

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

0% more funds holding

Funds holding: 4,7424,752 (+10)

8% less repeat investments, than reductions

Existing positions increased: 1,943 | 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
4,752
Holders Change
+10
Holders Change %
+0.21%
% of All Funds
62.35%
Holding in Top 10
920
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-3.06%
% of All Funds
12.07%
New
189
Increased
1,943
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$83.9B -$1.8B -6,059,595 -2%
BlackRock
2
BlackRock
New York
$66B +$983M +3,304,177 +2%
State Street
3
State Street
Massachusetts
$39.5B -$26.7M -89,771 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$20.6B -$458M -1,539,474 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$19.3B +$45.3M +152,434 +0.2%
Bank of America
6
Bank of America
North Carolina
$18.2B +$1.15B +3,880,106 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$12.2B -$983M -3,305,863 -8%
Northern Trust
8
Northern Trust
Illinois
$10.2B -$54.6M -183,616 -0.6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$9.15B +$86.3M +290,020 +1%
Capital International Investors
10
Capital International Investors
California
$8.87B -$639K -2,147 -0%
Capital World Investors
11
Capital World Investors
California
$7.6B -$48.2M -162,044 -0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.56B +$354M +1,190,274 +5%
Wells Fargo
13
Wells Fargo
California
$7.33B -$126M -422,378 -2%
Capital Research Global Investors
14
Capital Research Global Investors
California
$7.26B -$146M -490,941 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.01B -$354M -1,191,086 -5%
Goldman Sachs
16
Goldman Sachs
New York
$6.99B +$305M +1,026,191 +5%
Ameriprise
17
Ameriprise
Minnesota
$6.61B -$284M -954,757 -4%
UBS Group
18
UBS Group
Switzerland
$6.17B -$260M -875,381 -4%
Legal & General Group
19
Legal & General Group
United Kingdom
$5.96B +$181M +607,025 +3%
Charles Schwab
20
Charles Schwab
California
$5.94B -$289M -971,099 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$5.9B -$175M -587,251 -3%
UBS AM
22
UBS AM
Illinois
$5.25B -$967M -3,250,509 -16%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$5.18B -$283M -950,387 -5%
Fisher Asset Management
24
Fisher Asset Management
Washington
$4.96B +$103M +347,033 +2%
N
25
Nuveen
North Carolina
$4.85B -$53.1M -178,458 -1%

JPM Hedge Fund Activity: Q3 2025 in Review

4,752 of the 7,621 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: 189 funds opened new JPM positions and 100 closed out — a net gain of 89 holders — while 1,943 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.

  • 4,752 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,742 in Q2 2025.
  • Funds reported $618B of JPMorgan Chase stock for Q3 2025, up 6% quarter-over-quarter.
  • 189 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +89 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.