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