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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
AIM
751
Avity Investment Management
Connecticut
$31M
YC
752
Yarbrough Capital
Tennessee
$30.9M
CA
753
Callahan Advisors
Texas
$30.9M
JMFC
754
J.M. Forbes & Co
Massachusetts
$30.8M
BP
755
Ballentine Partners
Massachusetts
$30.8M
LFAS
756
Level Four Advisory Services
Texas
$30.8M
AAIS
757
ABN AMRO Investment Solutions
$30.8M
GC
758
Grimes & Company
Massachusetts
$30.7M
LW
759
Linscomb Wealth
Texas
$30.6M
Assenagon Asset Management
760
Assenagon Asset Management
Luxembourg
$30.6M
LWM
761
Lyell Wealth Management
California
$30.5M
AFG
762
Albion Financial Group
Utah
$30.5M
GAM
763
Gotham Asset Management
New York
$30.4M
GT
764
Greenleaf Trust
Michigan
$30.4M
CWP
765
Cyndeo Wealth Partners
Florida
$30.4M
LNWWM
766
Laird Norton Wetherby Wealth Management
California
$30M
WTB
767
Washington Trust Bank
Washington
$29.9M
CIM
768
Courant Investment Management
Tennessee
$29.9M
IEFM
769
IQ EQ Fund Management
Ireland
$29.7M
TW
770
TritonPoint Wealth
Maryland
$29.7M
RAM
771
Rempart Asset Management
Canada
$29.7M
GRP
772
Global Retirement Partners
California
$29.7M
RPC
773
Rossmore Private Capital
Connecticut
$29.6M
RWM
774
Ritholtz Wealth Management
New York
$29.5M
GIA
775
GHP Investment Advisors
Colorado
$29.4M