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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
BP
751
Ballentine Partners
Massachusetts
$30.8M
LFAS
752
Level Four Advisory Services
Texas
$30.8M
AAIS
753
ABN AMRO Investment Solutions
$30.8M
GC
754
Grimes & Company
Massachusetts
$30.7M
LW
755
Linscomb Wealth
Texas
$30.6M
Assenagon Asset Management
756
Assenagon Asset Management
Luxembourg
$30.6M
LWM
757
Lyell Wealth Management
California
$30.5M
AFG
758
Albion Financial Group
Utah
$30.5M
GAM
759
Gotham Asset Management
New York
$30.4M
GT
760
Greenleaf Trust
Michigan
$30.4M
CWP
761
Cyndeo Wealth Partners
Florida
$30.4M
LNWWM
762
Laird Norton Wetherby Wealth Management
California
$30M
WTB
763
Washington Trust Bank
Washington
$29.9M
CIM
764
Courant Investment Management
Tennessee
$29.9M
IEFM
765
IQ EQ Fund Management
Ireland
$29.7M
TW
766
TritonPoint Wealth
Maryland
$29.7M
RAM
767
Rempart Asset Management
Canada
$29.7M
GRP
768
Global Retirement Partners
California
$29.7M
RPC
769
Rossmore Private Capital
Connecticut
$29.6M
RWM
770
Ritholtz Wealth Management
New York
$29.5M
GIA
771
GHP Investment Advisors
Colorado
$29.4M
BFIM
772
Beese Fulmer Investment Management
Ohio
$29.4M
TIM
773
Thornburg Investment Management
New Mexico
$29.4M
FFA
774
Farther Finance Advisors
California
$29.3M
NEI
775
Northwest & Ethical Investments
Ontario, Canada
$29.3M