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JPMorgan Chase

4,755 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, 1,944 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: 4,7434,755 (+12)

8% less repeat investments, than reductions

Existing positions increased: 1,944 | 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
4,755
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
1,944
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
ITIM
1451
Indiana Trust & Investment Management
Indiana
$9.76M +$69.9K +235 +0.8%
ST
1452
Sentinel Trust
Texas
$9.74M -$238K -800 -3%
OL
1453
Owen LaRue
Kentucky
$9.74M -$2.12M -7,120 -19%
WTA
1454
Washington Trust Advisors
Massachusetts
$9.74M -$133K -447 -1%
MYLI
1455
Meiji Yasuda Life Insurance
Japan
$9.72M -$136K -458 -1%
GIA
1456
Guyasuta Investment Advisors
Pennsylvania
$9.72M +$247K +829 +3%
DIM
1457
DLK Investment Management
California
$9.71M -$136K -458 -1%
WWA
1458
WCG Wealth Advisors
Nevada
$9.7M -$251K -843 -3%
MMPW
1459
Mitchell McLeod Pugh & Williams
Alabama
$9.7M +$19.6K +66 +0.2%
OAM
1460
Occidental Asset Management
California
$9.69M +$971K +3,265 +12%
ITC
1461
Inspire Trust Company
Nevada
$9.68M +$208K +700 +2%
SCM
1462
Summerhill Capital Management
Ontario, Canada
$9.68M -$14.9K -50 -0.2%
MCCP
1463
Mission Creek Capital Partners
California
$9.64M -$55.9K -188 -0.4%
WBWA
1464
William B. Walkup & Associates
South Carolina
$9.64M -$5.95K -20 -0.1%
AFM
1465
Abbot Financial Management
Massachusetts
$9.63M -$71.1K -239 -0.8%
MLIC
1466
Mandatum Life Insurance Company
Finland
$9.62M -$1.19M -4,000 -12%
HEIP
1467
Hudson Edge Investment Partners
New Jersey
$9.62M -$892 -3 -0%
CCA
1468
Checchi Capital Advisers
California
$9.62M -$614K -2,063 -6%
EWA
1469
Exencial Wealth Advisors
Oklahoma
$9.6M +$185K +622 +2%
CIP
1470
Capital Insight Partners
Arizona
$9.6M -$297K -998 -3%
MSA
1471
Marino Stram & Associates
Massachusetts
$9.59M +$593K +1,995 +7%
SAM
1472
Shell Asset Management
Netherlands
$9.57M -$16.9M -56,685 -65%
MFG
1473
MidWestOne Financial Group
Iowa
$9.56M +$22.3K +75 +0.2%
SIA
1474
Soltis Investment Advisors
Utah
$9.55M -$1.92M -6,463 -18%
HZ
1475
Hixon Zuercher
Ohio
$9.55M -$1.12M -3,760 -11%

JPM Hedge Fund Activity: Q3 2025 in Review

4,755 of the 7,625 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 1,944 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.

  • 4,755 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,743 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.