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JPMorgan Chase

4,725 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,930 increasing their positions, 2,115 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:

1.25% less ownership

Funds ownership: 72.27%71.02% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
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 -$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
5
UBS AM
UBS AM
Illinois
-$967M
Name Holding Trade Value Shares
Change
Change in
Stake
YC
751
Yarbrough Capital
Tennessee
$30.9M
CA
752
Callahan Advisors
Texas
$30.9M
JMFC
753
J.M. Forbes & Co
Massachusetts
$30.8M
BP
754
Ballentine Partners
Massachusetts
$30.8M
LFAS
755
Level Four Advisory Services
Texas
$30.8M
AAIS
756
ABN AMRO Investment Solutions
$30.8M
GC
757
Grimes & Company
Massachusetts
$30.7M
LW
758
Linscomb Wealth
Texas
$30.6M
Assenagon Asset Management
759
Assenagon Asset Management
Luxembourg
$30.6M
LWM
760
Lyell Wealth Management
California
$30.5M
AFG
761
Albion Financial Group
Utah
$30.5M
GAM
762
Gotham Asset Management
New York
$30.4M
GT
763
Greenleaf Trust
Michigan
$30.4M
CWP
764
Cyndeo Wealth Partners
Florida
$30.4M
LNWWM
765
Laird Norton Wetherby Wealth Management
California
$30M
WTB
766
Washington Trust Bank
Washington
$29.9M
CIM
767
Courant Investment Management
Tennessee
$29.9M
IEFM
768
IQ EQ Fund Management
Ireland
$29.7M
TW
769
TritonPoint Wealth
Maryland
$29.7M
RAM
770
Rempart Asset Management
Canada
$29.7M
GRP
771
Global Retirement Partners
California
$29.7M
RPC
772
Rossmore Private Capital
Connecticut
$29.6M
RWM
773
Ritholtz Wealth Management
New York
$29.5M
GIA
774
GHP Investment Advisors
Colorado
$29.4M
BFIM
775
Beese Fulmer Investment Management
Ohio
$29.4M