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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 increasing their positions, 2,102 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.9B
Puts
$12.4B
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
TAM
426
Tocqueville Asset Management
New York
$82.8M
WSFS
427
Wilmington Savings Fund Society
Delaware
$81.3M
CA
428
Clearstead Advisors
Ohio
$81M
EF
429
Empowered Funds
Pennsylvania
$81M
LMIM
430
Lockheed Martin Investment Management
Maryland
$80.9M
WIM
431
Waverton Investment Management
United Kingdom
$80.6M
MG
432
Markel Group
Virginia
$79.7M
MIFH
433
Migdal Insurance & Financial Holdings
Israel
$79.3M
BF
434
BOK Financial
Oklahoma
$79.2M
RMA
435
Roffman Miller Associates
Pennsylvania
$79.1M
SCTC
436
Sanibel Captiva Trust Company
Florida
$79.1M
GC
437
Guggenheim Capital
Illinois
$78.6M
NC
438
Nicholas Company
Wisconsin
$78.4M
CGH
439
Crossmark Global Holdings
Texas
$78.2M
TAM
440
Todd Asset Management
Kentucky
$77.6M
Pacer Advisors
441
Pacer Advisors
Pennsylvania
$77.6M
CAG
442
Crestwood Advisors Group
Massachusetts
$77.2M
Envestnet Portfolio Solutions
443
Envestnet Portfolio Solutions
Illinois
$77M
HWM
444
HB Wealth Management
Georgia
$76.4M
JEST
445
JTC Employer Solutions Trustee
Jersey
$76.3M
BIAS
446
Beacon Investment Advisory Services
New Jersey
$76M
SCP
447
Seizert Capital Partners
Michigan
$75.6M
PFS
448
Prospera Financial Services
Texas
$75.6M
DWM
449
Dakota Wealth Management
Florida
$75.4M
CS
450
Cannell & Spears
New York
$75.4M