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JPMorgan Chase

4,670 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,909 increasing their positions, 2,087 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.09% less ownership

Funds ownership: 72.1%71.01% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 939908 (-31)

12% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.3B

Holders
4,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
908
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
Puts
$12.3B
Net Calls
Net Calls Change

Top Buyers

1 +$1.22B
2 +$1.04B
3 +$667M
4
Holocene Advisors
Holocene Advisors
New York
+$620M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$462M

Top Sellers

1 -$2.12B
2 -$1.91B
3 -$1.04B
4
UBS AM
UBS AM
Illinois
-$1.03B
5
Citadel Advisors
Citadel Advisors
Florida
-$721M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$81M
EF
427
Empowered Funds
Pennsylvania
$81M
LMIM
428
Lockheed Martin Investment Management
Maryland
$80.9M
WIM
429
Waverton Investment Management
United Kingdom
$80.6M
MG
430
Markel Group
Virginia
$79.7M
MIFH
431
Migdal Insurance & Financial Holdings
Israel
$79.3M
BF
432
BOK Financial
Oklahoma
$79.2M
RMA
433
Roffman Miller Associates
Pennsylvania
$79.1M
SCTC
434
Sanibel Captiva Trust Company
Florida
$79.1M
GC
435
Guggenheim Capital
Illinois
$78.6M
NC
436
Nicholas Company
Wisconsin
$78.4M
CGH
437
Crossmark Global Holdings
Texas
$78.2M
TAM
438
Todd Asset Management
Kentucky
$77.6M
Pacer Advisors
439
Pacer Advisors
Pennsylvania
$77.6M
CAG
440
Crestwood Advisors Group
Massachusetts
$77.2M
Envestnet Portfolio Solutions
441
Envestnet Portfolio Solutions
Illinois
$77M
HWM
442
HB Wealth Management
Georgia
$76.4M
JEST
443
JTC Employer Solutions Trustee
Jersey
$76.3M
BIAS
444
Beacon Investment Advisory Services
New Jersey
$76M
SCP
445
Seizert Capital Partners
Michigan
$75.6M
PFS
446
Prospera Financial Services
Texas
$75.6M
DWM
447
Dakota Wealth Management
Florida
$75.4M
CS
448
Cannell & Spears
New York
$75.4M
VVP
449
Venture Visionary Partners
Ohio
$75.2M
T. Rowe Price Investment Management
450
T. Rowe Price Investment Management
Maryland
$74.7M