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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
LWM
3926
Laidlaw Wealth Management
New York
$595K -$25.6K -86 -4%
EF
3927
Exeter Financial
Arizona
$595K -$7.43K -25 -1%
FCMA
3928
Foresight Capital Management Advisors
Michigan
$594K +$19K +64 +4%
BC
3929
Broadwater Capital
Massachusetts
$593K -$162M -543,440 -100%
DCM
3930
DGS Capital Management
New Jersey
$593K +$202K +680 +57%
CM
3931
Columbus Macro
Pennsylvania
$592K -$42.2K -142 -7%
PRI
3932
Prepared Retirement Institute
Pennsylvania
$592K +$17K +57 +3%
RFP
3933
Roth Financial Partners
Texas
$592K
SH
3934
SLT Holdings
Arizona
$592K
BI
3935
Binnacle Investments
Iowa
$592K +$23.2K +78 +4%
DFA
3936
Davies Financial Advisors
California
$592K -$239K -803 -30%
GCS
3937
Gordian Capital (Singapore)
Singapore
$591K +$104K +350 +23%
AA
3938
Acorns Advisers
California
$591K +$83.9K +282 +18%
GWA
3939
Gratus Wealth Advisors
Virginia
$591K -$40.2K -135 -7%
CWA
3940
Cura Wealth Advisors
Illinois
$590K +$86.3K +290 +18%
2WWM
3941
21 West Wealth Management
California
$589K -$2.68K -9 -0.5%
PCM
3942
Pennsylvania Capital Management
Pennsylvania
$589K +$8.63K +29 +2%
AM
3943
Atwater Malick
Pennsylvania
$587K
OPWM
3944
Oxinas Partners Wealth Management
Indiana
$587K -$6.25K -21 -1%
DFA
3945
DHJJ Financial Advisors
Illinois
$587K -$297 -1 -0.1%
CFP
3946
Comprehensive Financial Planning
Pennsylvania
$586K +$1.49K +5 +0.3%
WBCM
3947
Wilson & Boucher Capital Management
California
$584K -$59.5K -200 -10%
RAM
3948
Riggs Asset Management
Pennsylvania
$584K +$66K +222 +14%
JHC
3949
J. Hagan Capital
Kentucky
$584K +$131K +441 +31%
WHCI
3950
W.H. Cornerstone Investments
Massachusetts
$584K +$1.49K +5 +0.3%

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.