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JPMorgan Chase

4,754 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, 1,943 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: 4,7424,754 (+12)

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
4,754
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
1,943
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
VPF
4151
Vantage Point Financial
Illinois
$450K -$297 -1 -0.1%
SC
4152
Schubert & Co
Texas
$449K -$30.3K -102 -7%
LOIP
4153
Live Oak Investment Partners
Texas
$449K -$2.97K -10 -0.7%
AWMG
4154
ADG Wealth Management Group
Louisiana
$449K +$16.4K +55 +4%
AL
4155
ADE LLC
Maryland
$446K
TCM
4156
Traub Capital Management
Massachusetts
$444K +$210K +705 +100%
NCMW
4157
Northern Capital Management (Washington)
Washington
$444K +$4.76K +16 +1%
LC
4158
Lavaca Capital
Texas
$444K
SCM
4159
Saxony Capital Management
Missouri
$442K +$44.6K +150 +12%
WCM
4160
Warburton Capital Management
Oklahoma
$442K +$16.4K +55 +4%
MRI
4161
Mad River Investors
Massachusetts
$442K +$416K +1,400 New
CCM
4162
Chiron Capital Management
Florida
$441K
SIM
4163
Sterling Investment Management
Arizona
$441K
IC
4164
Iconiq Capital
California
$440K -$1.39M -4,667 -77%
CCC
4165
Chelsea Counsel Company
California
$440K +$892 +3 +0.2%
JCM
4166
J2 Capital Management
Michigan
$440K -$6.54K -22 -2%
MPW
4167
MGO Private Wealth
California
$439K
MC
4168
Machina Capital
France
$439K +$414K +1,393 New
GCM
4169
G2 Capital Management
Ohio
$435K +$40.4K +136 +11%
YCG
4170
Yeomans Consulting Group
Georgia
$435K -$7.73K -26 -2%
KWA
4171
Kondo Wealth Advisors
California
$434K +$9.52K +32 +2%
AWM
4172
Avondale Wealth Management
Texas
$434K
EW
4173
Entruity Wealth
California
$432K
MAM
4174
Marotta Asset Management
Virginia
$432K
LPP
4175
Life Planning Partners
Florida
$431K +$60.7K +204 +18%

JPM Hedge Fund Activity: Q3 2025 in Review

4,754 of the 7,624 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 1,943 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.

  • 4,754 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.
  • 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.