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JPMorgan Chase

4,696 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,101 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:

1.17% less ownership

Funds ownership: 72.22%71.05% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
DWM
476
Destination Wealth Management
California
$68M
TCOV
477
Trust Company of Vermont
Vermont
$66.5M
AP
478
Americana Partners
Texas
$66.5M
NAM
479
NorthCrest Asset Manangement
Minnesota
$66.2M
VIM
480
Vinva Investment Management
Australia
$66M
PWP
481
Perfromance Wealth Partners
Illinois
$65.9M
VF
482
Vest Financial
Virginia
$65.4M
VC
483
Vestor Capital
Illinois
$65.3M
MCM
484
Marsico Capital Management
Colorado
$65M
BAAM
485
Baker Avenue Asset Management
California
$64.9M
EH
486
Equitable Holdings
New York
$64.9M
HCMG
487
Howard Capital Management Group
California
$64.8M
IMRF
488
Illinois Municipal Retirement Fund
Illinois
$64.7M
A
489
Allianz
Germany
$64.6M
BIP
490
Brandes Investment Partners
California
$64.5M
SDJVC
491
St. Denis J. Villere & Co
Louisiana
$64.4M
ISL
492
Ingalls & Snyder LLC
New York
$64.3M
ADEF
493
Adams Diversified Equity Fund
Maryland
$64.3M
MCM
494
Mill Capital Management
North Carolina
$64.3M
JAM
495
Jupiter Asset Management
United Kingdom
$64.1M
LS
496
Livforsakringsbolaget Skandia
Sweden
$64M
BPCE
497
Bank Pictet & Cie (Europe)
Germany
$63.2M
OC
498
Oakworth Capital
Alabama
$62.9M
MLL
499
Moody Lynn & Lieberson
Massachusetts
$62.8M
CTB
500
Country Trust Bank
Illinois
$62.8M