JPM icon

JPMorgan Chase

4,725 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,930 increasing their positions, 2,115 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.25% less ownership

Funds ownership: 72.27%71.02% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
Puts
$12.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
5
UBS AM
UBS AM
Illinois
-$967M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
426
Daymark Wealth Partners
Ohio
$83.3M
TAM
427
Tocqueville Asset Management
New York
$82.8M
WSFS
428
Wilmington Savings Fund Society
Delaware
$81.3M
CA
429
Clearstead Advisors
Ohio
$81M
EF
430
Empowered Funds
Pennsylvania
$81M
LMIM
431
Lockheed Martin Investment Management
Maryland
$80.9M
WIM
432
Waverton Investment Management
United Kingdom
$80.6M
MG
433
Markel Group
Virginia
$79.7M
MIFH
434
Migdal Insurance & Financial Holdings
Israel
$79.3M
BF
435
BOK Financial
Oklahoma
$79.2M
RMA
436
Roffman Miller Associates
Pennsylvania
$79.1M
SCTC
437
Sanibel Captiva Trust Company
Florida
$79.1M
GC
438
Guggenheim Capital
Illinois
$78.6M
NC
439
Nicholas Company
Wisconsin
$78.4M
CGH
440
Crossmark Global Holdings
Texas
$78.2M
TAM
441
Todd Asset Management
Kentucky
$77.6M
Pacer Advisors
442
Pacer Advisors
Pennsylvania
$77.6M
CAG
443
Crestwood Advisors Group
Massachusetts
$77.2M
Envestnet Portfolio Solutions
444
Envestnet Portfolio Solutions
Illinois
$77M
HWM
445
HB Wealth Management
Georgia
$76.4M
JEST
446
JTC Employer Solutions Trustee
Jersey
$76.3M
BIAS
447
Beacon Investment Advisory Services
New Jersey
$76M
SCP
448
Seizert Capital Partners
Michigan
$75.6M
PFS
449
Prospera Financial Services
Texas
$75.6M
DWM
450
Dakota Wealth Management
Florida
$75.4M