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