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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
SAMT
2201
Select Asset Management & Trust
Pennsylvania
$4.18M
GWM
2202
GSB Wealth Management
Connecticut
$4.18M -$275K -925 -7%
WCM
2203
Winthrop Capital Management
Indiana
$4.17M +$54.4K +183 +1%
LA
2204
LM Advisors
California
$4.15M +$32.7K +110 +0.8%
PCA
2205
Purkiss Capital Advisors
Connecticut
$4.14M +$17.3K +58 +0.4%
CIM
2206
Chapman Investment Management
California
$4.14M
GFPC
2207
Global Financial Private Client
Florida
$4.13M -$30.6K -103 -0.8%
BFA
2208
Benedict Financial Advisors
Georgia
$4.12M -$93.1K -313 -2%
TIA
2209
Traphagen Investment Advisors
New Jersey
$4.12M -$153K -516 -4%
AWC
2210
Abundance Wealth Counselors
Pennsylvania
$4.11M -$315K -1,060 -8%
GCC
2211
Guardian Capital (Canada)
Ontario, Canada
$4.11M +$297K +997 +8%
OHWP
2212
Oak Harbor Wealth Partners
North Carolina
$4.11M -$31.5K -106 -0.8%
HBT
2213
Heartland Bank & Trust
Illinois
$4.11M -$157K -529 -4%
PBO
2214
Peoples Bank (Ohio)
Ohio
$4.11M +$937K +3,150 +32%
EAM
2215
EULAV Asset Management
Florida
$4.1M
UM
2216
Ulysses Management
New York
$4.1M
AW
2217
Alaethes Wealth
Nevada
$4.09M -$299K -1,006 -7%
MA
2218
MCF Advisors
Kentucky
$4.08M -$25K -84 -0.6%
CPWA
2219
Cerro Pacific Wealth Advisors
California
$4.08M -$807K -2,712 -17%
BB
2220
Burford Brothers
Texas
$4.06M -$297 -1 -0%
FNBOH
2221
First National Bank of Hutchinson
Kansas
$4.05M +$290K +974 +8%
GSWM
2222
Golden State Wealth Management
California
$4.05M +$57.1K +192 +2%
VC
2223
Vicus Capital
Pennsylvania
$4.04M -$49.1K -165 -1%
BFA
2224
Brendel Financial Advisors
New Hampshire
$4.04M -$22.6K -76 -0.6%
MAMU
2225
Myriad Asset Management US
Florida
$4.03M +$3.8M +12,772 New

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.