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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
SWP
476
Stratos Wealth Partners
Ohio
$68.3M
DWM
477
Destination Wealth Management
California
$68M
TCOV
478
Trust Company of Vermont
Vermont
$66.5M
AP
479
Americana Partners
Texas
$66.5M
NAM
480
NorthCrest Asset Manangement
Minnesota
$66.2M
VIM
481
Vinva Investment Management
Australia
$66M
PWP
482
Perfromance Wealth Partners
Illinois
$65.9M
VF
483
Vest Financial
Virginia
$65.4M
VC
484
Vestor Capital
Illinois
$65.3M
MCM
485
Marsico Capital Management
Colorado
$65M
BAAM
486
Baker Avenue Asset Management
California
$64.9M
EH
487
Equitable Holdings
New York
$64.9M
HCMG
488
Howard Capital Management Group
California
$64.8M
IMRF
489
Illinois Municipal Retirement Fund
Illinois
$64.7M
A
490
Allianz
Germany
$64.6M
BIP
491
Brandes Investment Partners
California
$64.5M
SDJVC
492
St. Denis J. Villere & Co
Louisiana
$64.4M
ISL
493
Ingalls & Snyder LLC
New York
$64.3M
ADEF
494
Adams Diversified Equity Fund
Maryland
$64.3M
MCM
495
Mill Capital Management
North Carolina
$64.3M
JAM
496
Jupiter Asset Management
United Kingdom
$64.1M
LS
497
Livforsakringsbolaget Skandia
Sweden
$64M
BPCE
498
Bank Pictet & Cie (Europe)
Germany
$63.2M
OC
499
Oakworth Capital
Alabama
$62.9M
MLL
500
Moody Lynn & Lieberson
Massachusetts
$62.8M