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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
Verition Fund Management
826
Verition Fund Management
Connecticut
$27M +$15.5M +52,213 +157%
NPT
827
Nixon Peabody Trust
Massachusetts
$26.9M +$131K +441 +0.5%
DP
828
Dearborn Partners
Illinois
$26.9M -$365K -1,227 -1%
VCM
829
Voleon Capital Management
California
$26.8M +$12.5M +41,938 +97%
TPCW
830
TD Private Client Wealth
New York
$26.8M -$3.59M -12,079 -12%
EIP
831
Easterly Investment Partners
Massachusetts
$26.8M -$2.9M -9,760 -10%
VCA
832
Verdence Capital Advisors
Maryland
$26.8M +$1.63M +5,486 +7%
WS
833
Wedbush Securities
California
$26.8M -$340K -1,143 -1%
M
834
MOTCO
Texas
$26.7M -$559K -1,879 -2%
WCMN
835
Westchester Capital Management (Nebraska)
Nebraska
$26.6M -$744K -2,500 -3%
FFM
836
Forum Financial Management
Illinois
$26.5M +$639K +2,147 +3%
NRC
837
New Republic Capital
North Carolina
$26.5M +$275K +926 +1%
USCWA
838
U.S. Capital Wealth Advisors
Texas
$26.5M -$393K -1,320 -2%
CPIG
839
Chicago Partners Investment Group
Illinois
$26.5M +$578K +1,944 +2%
MA
840
Montag & Associates
Georgia
$26.2M -$443K -1,491 -2%
ACP
841
Aviance Capital Partners
Florida
$26.2M +$206K +692 +0.8%
MYAM
842
Meiji Yasuda Asset Management
Japan
$26.2M -$641K -2,154 -3%
KOCAA
843
Knights of Columbus Asset Advisors
Connecticut
$26.1M -$6.7M -22,516 -21%
SFI
844
Siemens Fonds Invest
Germany
$26M -$682K -2,294 -3%
AF
845
Alerus Financial
North Dakota
$25.9M +$451K +1,518 +2%
BIA
846
Biondo Investment Advisors
Pennsylvania
$25.9M -$366K -1,232 -1%
RDWM
847
Red Door Wealth Management
Tennessee
$25.8M +$413K +1,389 +2%
JSSH
848
J. Safra Sarasin Holding
$25.8M -$92.5K -311 -0.4%
DAS
849
Dynamic Advisor Solutions
Arizona
$25.8M -$239K -805 -1%
FMC
850
First Merchants Corp
Indiana
$25.6M -$1.14M -3,829 -4%

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.