JPMorgan Chase

JPM • NYSE

JPMorgan Chase is a banks - diversified company in the financial services sector on NYSE, led by Jamie Dimon, with a market cap of $860.51B. As of Q3 2025, 71% of shares are held by 4,606 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.67%.

Chairman and Chief Executive OfficerJamie Dimon

Market Cap$860.51B

Banks - Diversified

Financial Services

Employees18.1K

Websitejpmorganchase.com

Country

United States of America

Overview

Overview of institutional ownership in JPM as of Q3 2025 with a market cap of $867.35B

All Institutions

Institutions: 4,606
Value Held: $612.40B
Shares Held: 1.94B
Avg Position: $133.0M
Median Position: $3.5M

Hedge Funds

Hedge Funds: 151
Value Held: $8.1B
Shares Held: 25.8M
Avg Position: $53.9M
Median Position: $5.2M

Ownership Breakdown

Institutional (non-HF)

69.67%

$604.27B

Hedge Funds

0.938%

$8.1B

Retail & Other

29.39%

$254.95B

Based on market cap of $867.35B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in JPM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$83.9B 1.25% of portfolio	9.67% 265.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$66.0B 1.16% of portfolio	7.61% 209.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$39.5B 1.37% of portfolio	4.55% 125.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$20.6B 1.25% of portfolio	2.38% 65.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$19.3B 1.23% of portfolio	2.23% 61.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$18.2B 1.37% of portfolio	2.10% 57.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
FMR LLC Institution	-	$12.2B 0.64% of portfolio	1.41% 38.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$10.2B 1.31% of portfolio	1.18% 32.4M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$9.2B 1.00% of portfolio	1.06% 29.0M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
C Capital International Investors Institution	-	$8.9B 1.44% of portfolio	1.02% 28.1M shares	≤ Q2 2013 Held for 12y 5m+	$615.90B

Net Capital Flow

Institutional buying and selling activity for JPM in Q3 2025

Net Flow: −$5.4B
Buyers: 1,916
Sellers: 2,166
Total Bought: +$13.0B
Total Sold: −$18.4B
Avg Position: $133.7M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$1.2B +3.9M shares	$18.2B 57.8M shares
B BlackRock, Inc. Institution	+$1.0B +3.3M shares	$66.0B 209.2M shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$667.1M +2.1M shares	$769.4M 2.4M shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$619.8M +2.0M shares	$679.8M 2.2M shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$462.2M +1.5M shares	$677.2M 2.1M shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	+$393.2M +1.2M shares	$1.8B 5.7M shares
R ROYAL BANK OF CANADA Institution	+$375.4M +1.2M shares	$7.6B 24.0M shares
C CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Institution	+$341.6M +1.1M shares	$2.1B 6.6M shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	+$334.7M +1.1M shares	$1.5B 4.8M shares
GOLDMAN SACHS GROUP INC Institution	+$323.7M +1.0M shares	$7.0B 22.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$2.1B −6.7M shares	$4.4B 13.8M shares
VANGUARD GROUP INC Institution	−$1.9B −6.1M shares	$83.9B 265.9M shares
FMR LLC Institution	−$1.0B −3.3M shares	$12.2B 38.7M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.0B −3.3M shares	$5.2B 16.6M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$720.8M −2.3M shares	$352.8M 1.1M shares
MORGAN STANLEY RIA/Wealth	−$485.6M −1.5M shares	$20.6B 65.4M shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC RIA/Wealth	−$449.8M −1.5M shares	$9.1M 31.2K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$401.7M −1.3M shares	$19.3M 61.0K shares
PRIMECAP MANAGEMENT CO/CA/ Long Only Manager	−$380.7M −1.2M shares	$1.2B 3.8M shares
Bank of New York Mellon Corp Institution	−$375.7M −1.2M shares	$7.0B 22.2M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JPM in Q3 2025

New Positions: 71
New Value: $67.8M
Exited Positions: 98
Exited Value: $529.6M

New Positions

Institution	Position Value
180 GPS Investments IC Ltd RIA/Wealth	$14.1M 44.7K shares
F FIRETRAIL INVESTMENTS PTY LTD Institution	$7.4M 23.8K shares
B Blueprint Financial Advisors LLC RIA/Wealth	$3.3M 10.5K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$3.0M 9.5K shares
M MOKAN Wealth Management Inc. RIA/Wealth	$3.0M 9.4K shares
Touchstone Capital, Inc. RIA/Wealth	$2.5M 8.0K shares
L LRT Capital Management, LLC Institution	$2.0M 6.3K shares
Berman McAleer LLC RIA/Wealth	$1.9M 6.1K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$1.9M 6.2K shares
D Delta Global Management LP Hedge Fund•Market Neutral	$1.9M 5.9K shares

Exited Positions

Institution	Previous Position
Junto Capital Management LP Hedge Fund•Long/Short	$91.6M 315.9K shares
M MOORE CAPITAL MANAGEMENT, LP Hedge Fund•Global Macro	$64.8M 223.4K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$63.4M 218.6K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$31.6M 108.9K shares
T TAM Capital Management Inc. Hedge Fund•Multi-Strategy	$29.5M 114.5K shares
R Railway Pension Investments Ltd Institution	$23.5M 81.2K shares
Marshall Wace LLP Institution	$18.1M 62.5K shares
F Forge First Asset Management Inc. Institution	$14.9M 51.4K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	$14.9M 51.3K shares
R Rokos Capital Management LLP Hedge Fund•Global Macro	$14.8M 51.1K shares

Options Activity

Institutions with the largest Call and Put options positions in JPM as of Q3 2025

Call Positions: 86
Call Value: $8.8B
Put Positions: 82
Put Value: $9.5B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.0B 63.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.5B 47.6K contracts
J JANE STREET GROUP, LLC Institution	$1.0B 33.0K contracts
D D. E. Shaw & Co., Inc. Institution	$373.8M 11.9K contracts
W WOLVERINE TRADING, LLC Institution	$360.5M 11.4K contracts
TORONTO DOMINION BANK Institution	$309.3M 9.8K contracts
UBS Group AG Institution	$250.8M 8.0K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$244.7M 7.8K contracts
BANK OF AMERICA CORP /DE/ Institution	$237.5M 7.5K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$184.7M 58.5 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.7B 55.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.3B 41.0K contracts
UBS Group AG Institution	$688.4M 21.8K contracts
J JANE STREET GROUP, LLC Institution	$665.0M 21.1K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$616.2M 195.3 contracts
A Apollo Management Holdings, L.P. Institution	$473.1M 15.0K contracts
CITIGROUP INC Institution	$417.9M 13.2K contracts
GOLDMAN SACHS GROUP INC Institution	$404.2M 12.8K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$342.6M 10.9K contracts
W WOLVERINE TRADING, LLC Institution	$288.1M 9.1K contracts

Most Committed Institutions

Institutions with JPM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Guidance Point Advisors, LLC RIA/Wealth	Wesley Austin Delcol Managing Partner	31.19% $126.5M	0.01% 401.1K shares	Q4 2018 Held for 6y 11m	$405.7M
D Delta Accumulation, LLC Hedge Fund•Vol Arbitrage	Joshua Ives Piestrup Managing Partner	27.37% $4.9M	0.00% 23.0K shares	Q1 2023 Held for 2y 8m	$17.7M
Global Frontier Investments LLC Hedge Fund•Sector	Hedi (Nmn) Ben Mlouka CEO	26.52% $135.3M	0.02% 429.0K shares	Q2 2025 Held for 5 months	$510.2M
C Courant Investment Management LLC Hedge Fund•Value	Claude [Nmn] Leveille Managing Partner	23.66% $29.9M	0.00% 94.9K shares	Q2 2018 Held for 7y 5m	$126.5M
FreeGulliver LLC Hedge Fund•Multi-Strategy	Frank Friedler CEO	23.05% $51.1M	0.01% 161.9K shares	Q4 2023 Held for 1y 11m	$221.6M
J JTC Employer Solutions Trusteee Ltd Institution	-	15.15% $76.3M	0.01% 241.8K shares	Q2 2021 Held for 4y 5m	$503.5M
P Paralel Advisors LLC Institution	-	12.98% $324.3M	0.04% 1.0M shares	Q4 2021 Held for 3y 11m	$2.5B
C Community Bank of Raymore RIA/Wealth	Don Lynn Ray Managing Partner	11.87% $17.2M	0.00% 54.4K shares	Q4 2014 Held for 10y 11m	$144.5M
U Unisphere Establishment Institution	-	11.87% $1.5B	0.17% 4.8M shares	Q4 2023 Held for 1y 11m	$12.8B
E Exane Asset Management Institution	-	11.48% $34.1M	0.00% 91.9K shares	Q1 2025 Held for 8 months	$296.7M

Hedge Fund Spotlight

Discover hedge funds investing in JPM

KP Management LLC

Hedge Fund • Long/Short

Portfolio ManagerBrent Randal Peacock

Portfolio Value: $285.4M
Positions: 53
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan Chase

Market Value: $5.2M
Shares Held: 16.5K
Portfolio Weight: 1.83%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$17.3M	6.05%
2 Broadcom Inc. AVGO	Semiconductors Technology	$12.5M	4.39%
3 Apple AAPL	Consumer Electronics Technology	$10.2M	3.57%