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JPMorgan Chase

4,753 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 1,943 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 100

6% more capital invested

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

0% more funds holding

Funds holding: 4,7424,753 (+11)

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
4,753
Holders Change
+11
Holders Change %
+0.23%
% 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
190
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
BBVA
426
Banco Bilbao Vizcaya Argentaria
Spain
$83.8M +$4.95M +16,655 +7%
PP
427
Prudential plc
United Kingdom
$83.7M +$8.22M +27,654 +12%
SAM
428
Silvercrest Asset Management
New York
$83.5M -$2.44M -8,217 -3%
DWP
429
Daymark Wealth Partners
Ohio
$83.3M -$453K -1,522 -0.6%
TAM
430
Tocqueville Asset Management
New York
$82.8M -$1.96M -6,605 -2%
WSFS
431
Wilmington Savings Fund Society
Delaware
$81.3M -$24.7M -83,172 -24%
CA
432
Clearstead Advisors
Ohio
$81M -$2.16M -7,267 -3%
EF
433
Empowered Funds
Pennsylvania
$81M +$12.1M +40,723 +19%
LMIM
434
Lockheed Martin Investment Management
Maryland
$80.9M -$2.85M -9,570 -4%
WIM
435
Waverton Investment Management
United Kingdom
$80.6M -$67.8M -227,971 -47%
MG
436
Markel Group
Virginia
$79.7M
MIFH
437
Migdal Insurance & Financial Holdings
Israel
$79.3M -$135K -454 -0.2%
BF
438
BOK Financial
Oklahoma
$79.2M +$822K +2,763 +1%
RMA
439
Roffman Miller Associates
Pennsylvania
$79.1M -$1.88M -6,328 -2%
SCTC
440
Sanibel Captiva Trust Company
Florida
$79.1M +$286K +961 +0.4%
GC
441
Guggenheim Capital
Illinois
$78.6M -$4M -13,439 -5%
NC
442
Nicholas Company
Wisconsin
$78.4M -$476K -1,600 -0.6%
CGH
443
Crossmark Global Holdings
Texas
$78.2M +$1.94M +6,518 +3%
TAM
444
Todd Asset Management
Kentucky
$77.6M -$581K -1,953 -0.8%
Pacer Advisors
445
Pacer Advisors
Pennsylvania
$77.6M -$2.32M -7,789 -3%
CAG
446
Crestwood Advisors Group
Massachusetts
$77.2M -$1.86M -6,267 -2%
Envestnet Portfolio Solutions
447
Envestnet Portfolio Solutions
Illinois
$77M -$3.33M -11,208 -4%
HWM
448
HB Wealth Management
Georgia
$76.4M +$13.4M +44,932 +23%
JEST
449
JTC Employer Solutions Trustee
Jersey
$76.3M -$1.51M -5,062 -2%
BIAS
450
Beacon Investment Advisory Services
New Jersey
$76M -$4.27M -14,350 -6%

JPM Hedge Fund Activity: Q3 2025 in Review

4,753 of the 7,622 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: 190 funds opened new JPM positions and 100 closed out — a net gain of 90 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.

  • 4,753 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.
  • 190 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +90 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.