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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
PCM
626
Polaris Capital Management
Massachusetts
$43M -$4.25M -14,289 -9%
FHC
627
First Horizon Corporation
Tennessee
$42.9M +$40.5M +136,139 New
BMCM
628
Bryn Mawr Capital Management
Pennsylvania
$42.8M +$478K +1,606 +1%
NCM
629
Noesis Capital Mangement
Florida
$42.8M -$531K -1,785 -1%
MNA
630
Manning & Napier Advisors
New York
$42.8M -$86.4M -290,389 -68%
FAB
631
First American Bank
Illinois
$42.4M +$888K +2,987 +2%
PA
632
Parallel Advisors
California
$42.2M +$369K +1,241 +0.9%
SC
633
Savant Capital
Illinois
$42.1M +$388K +1,304 +1%
NRS
634
Neville Rodie & Shaw
New York
$42.1M +$554K +1,864 +1%
AWM
635
Axxcess Wealth Management
California
$42M +$338K +1,137 +0.9%
FAM
636
Fred Alger Management
New York
$42M -$644K -2,166 -2%
SAM
637
Securian Asset Management
Minnesota
$41.9M -$3.72M -12,501 -9%
MAM
638
Madison Asset Management
Wisconsin
$41.8M -$3.16M -10,637 -7%
KWM
639
Kingsview Wealth Management
Oregon
$41.8M +$2.2M +7,385 +6%
CIA
640
Concurrent Investment Advisors
Florida
$41.8M -$379K -1,274 -1%
LG
641
LaFleur & Godfrey
Michigan
$41.7M -$1.98M -6,661 -5%
MMA
642
Mizuho Markets Americas
New York
$41.6M +$39.3M +132,000 New
PWM
643
Perigon Wealth Management
California
$41.3M +$2.21M +7,427 +6%
AG
644
AIA Group
Hong Kong
$41.3M +$10.3M +34,535 +36%
HFS
645
Hantz Financial Services
Michigan
$41.1M -$1.08M -3,623 -3%
BBA
646
BLB&B Advisors
Pennsylvania
$41.1M +$51.8K +174 +0.1%
NB
647
NBT Bank
New York
$41M -$1.21M -4,053 -3%
CIA
648
Choate Investment Advisors
Massachusetts
$40.6M +$431K +1,448 +1%
HI
649
Horizon Investments
North Carolina
$40.5M +$8.13M +27,334 +27%
AP
650
Appleton Partners
Massachusetts
$40.5M -$212K -713 -0.6%

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.