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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 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:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
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 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
426
Silvercrest Asset Management
New York
$83.5M
DWP
427
Daymark Wealth Partners
Ohio
$83.3M
TAM
428
Tocqueville Asset Management
New York
$82.8M
WSFS
429
Wilmington Savings Fund Society
Delaware
$81.3M
CA
430
Clearstead Advisors
Ohio
$81M
EF
431
Empowered Funds
Pennsylvania
$81M
LMIM
432
Lockheed Martin Investment Management
Maryland
$80.9M
WIM
433
Waverton Investment Management
United Kingdom
$80.6M
MG
434
Markel Group
Virginia
$79.7M
MIFH
435
Migdal Insurance & Financial Holdings
Israel
$79.3M
BF
436
BOK Financial
Oklahoma
$79.2M
RMA
437
Roffman Miller Associates
Pennsylvania
$79.1M
SCTC
438
Sanibel Captiva Trust Company
Florida
$79.1M
GC
439
Guggenheim Capital
Illinois
$78.6M
NC
440
Nicholas Company
Wisconsin
$78.4M
CGH
441
Crossmark Global Holdings
Texas
$78.2M
TAM
442
Todd Asset Management
Kentucky
$77.6M
Pacer Advisors
443
Pacer Advisors
Pennsylvania
$77.6M
CAG
444
Crestwood Advisors Group
Massachusetts
$77.2M
Envestnet Portfolio Solutions
445
Envestnet Portfolio Solutions
Illinois
$77M
HWM
446
HB Wealth Management
Georgia
$76.4M
JEST
447
JTC Employer Solutions Trustee
Jersey
$76.3M
BIAS
448
Beacon Investment Advisory Services
New Jersey
$76M
SCP
449
Seizert Capital Partners
Michigan
$75.6M
PFS
450
Prospera Financial Services
Texas
$75.6M