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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
LPT
901
Legacy Private Trust
Wisconsin
$23.5M
FFBTD
902
First Financial Bank - Trust Division
Ohio
$23.5M
WANY
903
Wealthspire Advisors (New York)
New York
$23.4M
ETC
904
Exchange Traded Concepts
Oklahoma
$23.4M
MGIA
905
Moneta Group Investment Advisors
Missouri
$23.3M
TCM
906
Tufton Capital Management
Maryland
$23.3M
Jacobs Levy Equity Management
907
Jacobs Levy Equity Management
New Jersey
$23.3M
CWM
908
Circle Wealth Management
New Jersey
$23.3M
KRSITF
909
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$23.1M
SWM
910
Spire Wealth Management
Virginia
$23M
HH
911
Hilltop Holdings
Texas
$23M
MC
912
Middleton & Co
Massachusetts
$22.9M
CK
913
Cohen Klingenstein
New York
$22.9M
PNAA
914
Pictet North America Advisors
Switzerland
$22.9M
CCG
915
Cypress Capital Group
Florida
$22.9M
FFP
916
FourThought Financial Partners
Florida
$22.9M
CIS
917
Connors Investor Services
Pennsylvania
$22.8M
MK
918
MASTERINVEST Kapitalanlage
$22.7M
ECM
919
Everence Capital Management
Indiana
$22.6M
GWM
920
Geneos Wealth Management
Colorado
$22.6M
VW
921
Vantage Wealth
California
$22.6M
AAM
922
Advisors Asset Management
Colorado
$22.5M
SWM
923
Stockman Wealth Management
Montana
$22.5M
AFG
924
Atomi Financial Group
New York
$22.4M
MIA
925
MainStreet Investment Advisors
Illinois
$22.3M