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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
CFS
2301
CRA Financial Services
New Jersey
$3.67M +$96.4K +324 +3%
TWP
2302
Tempus Wealth Planning
California
$3.67M -$137K -461 -4%
CCG
2303
Ceeto Capital Group
Florida
$3.67M -$1.19M -3,994 -26%
DA
2304
Drake & Associates
Wisconsin
$3.66M -$865K -2,908 -20%
SAM
2305
Summit Asset Management
Tennessee
$3.66M
HFM
2306
Hartford Funds Management
Pennsylvania
$3.65M -$1.59M -5,338 -32%
PH
2307
Pinnacle Holdings
Oklahoma
$3.65M -$14.3K -48 -0.4%
LC
2308
LCNB Corp
Ohio
$3.64M -$195K -655 -5%
CFO
2309
CVA Family Office
Colorado
$3.64M +$20.2K +68 +0.6%
AA
2310
Auxano Advisors
Washington
$3.64M +$5.35K +18 +0.2%
PWM
2311
Palumbo Wealth Management
New York
$3.63M +$120K +404 +3%
CAWM
2312
Capital Advisors Wealth Management
Washington
$3.63M -$84.5K -284 -2%
MSS
2313
Mitchell Sinkler & Starr
Pennsylvania
$3.63M -$44.6K -150 -1%
AGAM
2314
Audent Global Asset Management
California
$3.63M +$101K +338 +3%
HCCM
2315
Hudson Canyon Capital Management
New York
$3.63M -$227K -762 -6%
CCWM
2316
Correct Capital Wealth Management
Missouri
$3.62M -$83.9K -282 -2%
AC
2317
Aldebaran Capital
Indiana
$3.62M -$126K -425 -4%
FA
2318
Financial Advisors
Massachusetts
$3.62M -$199K -670 -6%
MCM
2319
Mainstay Capital Management
Michigan
$3.61M -$3.41M -11,470 -50%
CA
2320
Calton & Associates
Florida
$3.6M +$88.3K +297 +3%
MIM
2321
Miller Investment Management
Pennsylvania
$3.6M -$2.24M -7,525 -40%
DCM
2322
Davidson Capital Management
Texas
$3.6M +$3.39M +11,402 New
DAS
2323
DMKC Advisory Services
Iowa
$3.59M -$207K -695 -6%
CPC
2324
Cookson Peirce & Co
Pennsylvania
$3.59M +$56.5K +190 +2%
SMA
2325
Seven Mile Advisory
New Jersey
$3.59M +$895K +3,008 +36%

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.