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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
DF
901
DNCA Finance
France
$23.7M
NP
902
NorthRock Partners
Minnesota
$23.7M
CWM
903
Cabot Wealth Management
Massachusetts
$23.7M
JIR
904
James Investment Research
Ohio
$23.6M
LPT
905
Legacy Private Trust
Wisconsin
$23.5M
FFBTD
906
First Financial Bank - Trust Division
Ohio
$23.5M
WANY
907
Wealthspire Advisors (New York)
New York
$23.4M
ETC
908
Exchange Traded Concepts
Oklahoma
$23.4M
MGIA
909
Moneta Group Investment Advisors
Missouri
$23.3M
TCM
910
Tufton Capital Management
Maryland
$23.3M
Jacobs Levy Equity Management
911
Jacobs Levy Equity Management
New Jersey
$23.3M
CWM
912
Circle Wealth Management
New Jersey
$23.3M
KRSITF
913
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$23.1M
SWM
914
Spire Wealth Management
Virginia
$23M
HH
915
Hilltop Holdings
Texas
$23M
MC
916
Middleton & Co
Massachusetts
$22.9M
CK
917
Cohen Klingenstein
New York
$22.9M
PNAA
918
Pictet North America Advisors
Switzerland
$22.9M
CCG
919
Cypress Capital Group
Florida
$22.9M
FFP
920
FourThought Financial Partners
Florida
$22.9M
CIS
921
Connors Investor Services
Pennsylvania
$22.8M
MK
922
MASTERINVEST Kapitalanlage
$22.7M
ECM
923
Everence Capital Management
Indiana
$22.6M
GWM
924
Geneos Wealth Management
Colorado
$22.6M
VW
925
Vantage Wealth
California
$22.6M