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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
LS
501
Livforsakringsbolaget Skandia
Sweden
$64M +$1.31M +4,400 +2%
BPCE
502
Bank Pictet & Cie (Europe)
Germany
$63.2M +$173K +581 +0.3%
OC
503
Oakworth Capital
Alabama
$62.9M -$269K -906 -0.5%
MLL
504
Moody Lynn & Lieberson
Massachusetts
$62.8M +$47.3K +159 +0.1%
CTB
505
Country Trust Bank
Illinois
$62.8M -$2.78M -9,340 -4%
FFM
506
Fisher Funds Management
New Zealand
$62.8M +$16.4M +54,993 +38%
KFC
507
Klingenstein Fields & Co
New York
$62.6M -$470K -1,581 -0.8%
TS
508
Triglav Skladi
Slovenia
$62.2M +$1.82M +6,110 +3%
AWM
509
Apollon Wealth Management
South Carolina
$61.9M +$4.03M +13,552 +7%
NIM
510
Northeast Investment Management
Massachusetts
$61.8M -$428K -1,440 -0.7%
SC
511
Sculptor Capital
New York
$61.8M -$9.67M -32,500 -14%
MWM
512
Meridian Wealth Management
Kentucky
$61.7M +$389K +1,308 +0.7%
HIMC
513
Heritage Investors Management Corp
Maryland
$61.5M -$2.69M -9,030 -4%
Dodge & Cox
514
Dodge & Cox
California
$61.4M -$21.7M -73,028 -27%
HAG
515
HighPoint Advisor Group
Illinois
$60.9M -$1.34M -4,521 -2%
CPSAC
516
Chas P. Smith & Associates (CPS)
Florida
$60.8M -$43.2M -145,290 -43%
NIM
517
Nexus Investment Management
Ontario, Canada
$60.8M -$1.41M -4,740 -2%
MSU
518
Mizuho Securities USA
New York
$60.4M +$2.44M +8,208 +4%
DJSG
519
D.J. St. Germain
Massachusetts
$60M -$475K -1,597 -0.8%
MFAM
520
Motley Fool Asset Management
Virginia
$59.9M +$13.1M +43,911 +30%
IWC
521
Integrated Wealth Concepts
Massachusetts
$59.9M +$1.51M +5,068 +3%
FNBT
522
FineMark National Bank & Trust
Florida
$59.6M -$1.17M -3,932 -2%
GI
523
Gradient Investments
Minnesota
$59.4M +$286K +960 +0.5%
MCM
524
Maple Capital Management
Vermont
$59.3M -$1.15M -3,883 -2%
SF
525
Summit Financial
New Jersey
$59.3M +$6.33M +21,273 +13%

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.