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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
CW
2326
Channel Wealth
California
$3.58M +$16.4K +55 +0.5%
SWR
2327
Spahn Wealth & Retirement
Arizona
$3.58M -$73.8K -248 -2%
MEG
2328
Millstone Evans Group
Colorado
$3.58M -$24.4K -82 -0.7%
PFT
2329
Providence First Trust
Arizona
$3.58M -$459K -1,544 -12%
WDL
2330
Well Done LLC
Michigan
$3.57M +$1.49K +5 +0%
MHWM
2331
Montz Harcus Wealth Management
Louisiana
$3.57M +$276K +927 +9%
GC
2332
Gilbert & Cook
Iowa
$3.57M -$86K -289 -2%
SJIM
2333
St. Johns Investment Management
Florida
$3.57M +$93.4K +314 +3%
BI
2334
Bradyco Inc
Massachusetts
$3.56M +$63.1K +212 +2%
RBFC
2335
Roman Butler Fullerton & Co
Missouri
$3.56M +$59.5K +200 +2%
FMP
2336
Financial Management Professionals
Texas
$3.56M +$11.3K +38 +0.3%
BMWS
2337
Brady Martz Wealth Solutions
North Dakota
$3.55M +$5.06K +17 +0.2%
SFWA
2338
Summit Financial Wealth Advisors
Louisiana
$3.54M +$332K +1,117 +11%
AFM
2339
Aspetuck Financial Management
Connecticut
$3.54M
CMI
2340
Clare Market Investments
Texas
$3.53M +$595 +2 +0%
GSC
2341
G&S Capital
Colorado
$3.53M -$68.7K -231 -2%
PPG
2342
Peak Planning Group
Colorado
$3.52M +$6.25K +21 +0.2%
CFA
2343
Camarda Financial Advisors
Florida
$3.52M +$118K +396 +4%
CWM
2344
Cranbrook Wealth Management
Michigan
$3.52M -$27.4K -92 -0.8%
MAWA
2345
Moss Adams Wealth Advisors
Washington
$3.51M +$46.7K +157 +1%
CWS
2346
Cypress Wealth Services
California
$3.51M +$191K +642 +6%
PFWA
2347
Paces Ferry Wealth Advisors
Georgia
$3.5M
CWA
2348
Crux Wealth Advisors
California
$3.5M -$11K -37 -0.3%
OHWA
2349
Oak Hill Wealth Advisors
Virginia
$3.5M +$9.52K +32 +0.3%
IP
2350
Ignite Planners
California
$3.49M +$41.9K +141 +1%

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.