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JPMorgan Chase

4,674 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, 1,910 increasing their positions, 2,090 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:

1.08% less ownership

Funds ownership: 72.1%71.02% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 940908 (-32)

12% less call options, than puts

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

Holders
4,674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
908
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
LFAS
751
Level Four Advisory Services
Texas
$30.8M
AAIS
752
ABN AMRO Investment Solutions
$30.8M
GC
753
Grimes & Company
Massachusetts
$30.7M
LW
754
Linscomb Wealth
Texas
$30.6M
Assenagon Asset Management
755
Assenagon Asset Management
Luxembourg
$30.6M
LWM
756
Lyell Wealth Management
California
$30.5M
AFG
757
Albion Financial Group
Utah
$30.5M
GAM
758
Gotham Asset Management
New York
$30.4M
GT
759
Greenleaf Trust
Michigan
$30.4M
CWP
760
Cyndeo Wealth Partners
Florida
$30.4M
LNWWM
761
Laird Norton Wetherby Wealth Management
California
$30M
WTB
762
Washington Trust Bank
Washington
$29.9M
CIM
763
Courant Investment Management
Tennessee
$29.9M
IEFM
764
IQ EQ Fund Management
Ireland
$29.7M
TW
765
TritonPoint Wealth
Maryland
$29.7M
RAM
766
Rempart Asset Management
Canada
$29.7M
GRP
767
Global Retirement Partners
California
$29.7M
RPC
768
Rossmore Private Capital
Connecticut
$29.6M
RWM
769
Ritholtz Wealth Management
New York
$29.5M
GIA
770
GHP Investment Advisors
Colorado
$29.4M
BFIM
771
Beese Fulmer Investment Management
Ohio
$29.4M
TIM
772
Thornburg Investment Management
New Mexico
$29.4M
FFA
773
Farther Finance Advisors
California
$29.3M
NEI
774
Northwest & Ethical Investments
Ontario, Canada
$29.3M
CPCPP
775
Canada Post Corporation Pension Plan
Canada
$29.3M