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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
EFG
1701
Ethos Financial Group
Pennsylvania
$7.48M -$52.3K -176 -0.7%
VWMG
1702
Virginia Wealth Management Group
Virginia
$7.46M -$107K -361 -2%
AF
1703
AGP Franklin
Tennessee
$7.45M +$222K +747 +3%
FI
1704
Firetrail Investments
Australia
$7.44M +$7.07M +23,768 New
PBC
1705
Pavion Blue Capital
California
$7.44M -$47.6K -160 -0.7%
MFS
1706
Monetta Financial Services
Illinois
$7.41M
AFA
1707
Arlington Financial Advisors
California
$7.41M +$44.3K +149 +0.6%
V
1708
VeraBank
Texas
$7.41M -$7.73K -26 -0.1%
HCM
1709
Hudson Capital Management
New Jersey
$7.4M -$87.4K -294 -1%
MSFS
1710
Main Street Financial Solutions
Pennsylvania
$7.4M +$827K +2,780 +13%
MFC
1711
Mechanics Financial Corp
Ohio
$7.4M -$165K -555 -2%
AA
1712
Armis Advisers
Georgia
$7.38M +$779K +2,618 +12%
MCB
1713
Morton Community Bank
Illinois
$7.37M -$78.5K -264 -1%
WP
1714
WealthPLAN Partners
Nebraska
$7.36M +$337K +1,133 +5%
PS
1715
Pensionfund Sabic
Netherlands
$7.35M
RW
1716
Rockport Wealth
Ohio
$7.31M -$17.8K -60 -0.3%
DA
1717
Dover Advisors
Virginia
$7.31M -$2.08K -7 -0%
BOS
1718
Bank of Stockton
California
$7.3M +$41.9K +141 +0.6%
WPW
1719
Waldron Private Wealth
Pennsylvania
$7.3M +$99K +333 +1%
CWM
1720
Cornerstone Wealth Management
Missouri
$7.29M +$146K +492 +2%
AL
1721
Aspiriant LLC
California
$7.26M -$387K -1,302 -5%
EC
1722
Enhancing Capital
Pennsylvania
$7.25M
PIP
1723
Peachtree Investment Partners
Florida
$7.24M +$191K +643 +3%
Financial Engines Advisors
1724
Financial Engines Advisors
California
$7.24M +$991K +3,331 +17%
SF
1725
Slagle Financial
Illinois
$7.24M +$121K +408 +2%

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.