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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
LAM
1551
L2 Asset Management
Massachusetts
$8.93M -$721K -2,424 -8%
AIMCA
1552
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.93M +$89.2K +300 +1%
RCIM
1553
Red Cedar Investment Management
Michigan
$8.92M
ATI
1554
Act Two Investors
California
$8.92M
SAM
1555
Socorro Asset Management
Texas
$8.92M -$4.12M -13,840 -33%
FFA
1556
Founders Financial Alliance
North Carolina
$8.91M +$107K +359 +1%
TI
1557
tru Independence
Oregon
$8.91M -$48.8K -164 -0.6%
BMA
1558
Brooks Moore & Associates
Tennessee
$8.9M -$540K -1,816 -6%
AA
1559
Argent Advisors
Louisiana
$8.89M +$241K +812 +3%
RCM
1560
RB Capital Management
Nevada
$8.87M +$215K +723 +3%
UBG
1561
United Bank (Georgia)
Georgia
$8.86M +$26.8K +90 +0.3%
ESB
1562
Essex Savings Bank
Connecticut
$8.85M -$224K -752 -3%
HCM
1563
Hengehold Capital Management
Ohio
$8.84M -$178K -599 -2%
LHC
1564
Little House Capital
Massachusetts
$8.84M +$60.1K +202 +0.7%
IA
1565
IFC Advisors
California
$8.84M -$2.49M -8,365 -23%
AIM
1566
AMI Investment Management
Indiana
$8.82M -$302K -1,017 -4%
SWM
1567
Scissortail Wealth Management
Oklahoma
$8.82M -$26.5K -89 -0.3%
CWM
1568
Connecticut Wealth Management
Connecticut
$8.8M +$1.26M +4,241 +18%
LC
1569
Lincoln Capital
Nebraska
$8.8M -$240K -806 -3%
CWAG
1570
Compton Wealth Advisory Group
Virginia
$8.77M -$289K -973 -3%
RZH
1571
Relyea Zuckerberg Hanson
Connecticut
$8.77M -$126K -424 -2%
CI
1572
Cavalier Investments
Georgia
$8.74M +$535K +1,798 +5%
RBC
1573
Romano Brothers & Co
Illinois
$8.74M -$82.7K -278 -1%
HIC
1574
Holderness Investments Company
North Carolina
$8.72M -$400K -1,346 -5%
HIM
1575
Hillsdale Investment Management
Ontario, Canada
$8.7M -$910K -3,060 -10%

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.