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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
TCM
3601
Thoma Capital Management
Maryland
$886K -$37.2K -125 -4%
CRIG
3602
Charter Research & Investment Group
Connecticut
$884K -$19.3K -65 -2%
MPAM
3603
Murphy Pohlad Asset Management
Minnesota
$883K
SGDR
3604
SPX Gestao de Recursos
Brazil
$883K +$833K +2,800 New
CWP
3605
Clark Wealth Partners
Illinois
$883K +$676K +2,274 +487%
IWM
3606
Integris Wealth Management
California
$883K -$8.63K -29 -1%
C1AG
3607
Client 1st Advisory Group
Florida
$882K +$66.6K +224 +9%
BAM
3608
Broyhill Asset Management
North Carolina
$881K -$14.9K -50 -2%
WWG
3609
West Wealth Group
California
$881K +$124K +416 +17%
OCG
3610
Opus Capital Group
Ohio
$880K -$28K -94 -3%
BL
3611
Balentine LLC
Georgia
$879K +$55.6K +187 +7%
FCM
3612
Fortis Capital Management
Washington
$879K +$138K +463 +20%
PAG
3613
Paladin Advisory Group
Iowa
$878K -$5.35K -18 -0.6%
CWA
3614
Centerline Wealth Advisors
Kentucky
$878K +$79.7K +268 +11%
SA
3615
Strategic Advocates
Utah
$878K +$14.6K +49 +2%
SG Americas Securities
3616
SG Americas Securities
New York
$877K -$11.4M -38,329 -93%
SW
3617
SMART Wealth
Nebraska
$877K -$1.6M -5,394 -66%
AFG
3618
Arkansas Financial Group
Arkansas
$876K -$29.7K -100 -3%
CFG
3619
Carter Financial Group
Illinois
$871K +$195K +655 +31%
HGWM
3620
Horst & Graben Wealth Management
Oregon
$870K +$8.03K +27 +1%
VC
3621
Veery Capital
Delaware
$870K +$297 +1 +0%
CIA
3622
Cape Investment Advisory
Georgia
$870K -$185K -621 -18%
AFP
3623
Alpha Financial Partners
Kentucky
$869K -$4.16K -14 -0.5%
CAS
3624
CTC Alternative Strategies
Illinois
$869K -$1.55M -5,198 -65%
DCBT
3625
Dakota Community Bank & Trust
North Dakota
$868K +$4.46K +15 +0.5%

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.