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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
Kayne Anderson Rudnick Investment Management
1626
Kayne Anderson Rudnick Investment Management
California
$8.17M -$775K -2,605 -9%
BIM
1627
Brentview Investment Management
Illinois
$8.16M +$280K +940 +4%
PKC
1628
Palmer Knight Company
Florida
$8.16M -$187K -628 -2%
IRAG
1629
Investment Research & Advisory Group
Georgia
$8.15M +$49.1K +165 +0.6%
TSWM
1630
Triangle Securities Wealth Management
North Carolina
$8.15M +$949K +3,191 +14%
UCI
1631
Uncommon Cents Investing
Wisconsin
$8.14M -$94.6K -318 -1%
JF
1632
Jericho Financial
Ohio
$8.14M +$22.9K +77 +0.3%
AIS
1633
AM Investment Strategies
Tennessee
$8.14M +$5.35K +18 +0.1%
BC
1634
Bowman & Company
Wisconsin
$8.14M -$101K -340 -1%
WIS
1635
Wright Investors Service
Connecticut
$8.13M -$881K -2,962 -10%
PPWP
1636
Premier Path Wealth Partners
New Jersey
$8.12M +$66.3K +223 +0.9%
LRPA
1637
L. Roy Papp & Associates
Arizona
$8.11M
MMG
1638
Monetary Management Group
Missouri
$8.11M +$19.3K +65 +0.3%
FLI
1639
Family Legacy Inc
South Carolina
$8.1M -$595K -1,999 -7%
LWA
1640
Lineweaver Wealth Advisors
Ohio
$8.09M -$309K -1,039 -4%
SC
1641
Skylands Capital
Wisconsin
$8.05M -$1.35M -4,550 -15%
SSI
1642
Scott & Selber Inc
Texas
$8.04M -$117K -393 -2%
OPA
1643
Old Port Advisors
Maine
$8.03M -$223K -749 -3%
RP
1644
Rowlandmiller & Partners
Georgia
$8.02M +$90.7K +305 +1%
MWM
1645
Mattern Wealth Management
Kansas
$8.01M -$356K -1,196 -5%
BBP
1646
Banco BTG Pactual
Brazil
$8M -$957K -3,218 -11%
JG
1647
Jain Global
New York
$7.99M -$8.11M -27,261 -52%
FDP
1648
Financiere des Professionnels
Quebec, Canada
$7.99M -$1.27M -4,273 -14%
LJCM
1649
Lee Johnson Capital Management
Texas
$7.97M +$234K +787 +3%
ACM
1650
AlphaStar Capital Management
North Carolina
$7.97M +$540K +1,815 +8%

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.