JPM icon

JPMorgan Chase

4,677 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, 2,091 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: 940909 (-31)

12% less call options, than puts

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

Holders
4,677
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
FFBTD
901
First Financial Bank - Trust Division
Ohio
$23.5M
WANY
902
Wealthspire Advisors (New York)
New York
$23.4M
ETC
903
Exchange Traded Concepts
Oklahoma
$23.4M
MGIA
904
Moneta Group Investment Advisors
Missouri
$23.3M
TCM
905
Tufton Capital Management
Maryland
$23.3M
Jacobs Levy Equity Management
906
Jacobs Levy Equity Management
New Jersey
$23.3M
CWM
907
Circle Wealth Management
New Jersey
$23.3M
KRSITF
908
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$23.1M
SWM
909
Spire Wealth Management
Virginia
$23M
HH
910
Hilltop Holdings
Texas
$23M
MC
911
Middleton & Co
Massachusetts
$22.9M
CK
912
Cohen Klingenstein
New York
$22.9M
PNAA
913
Pictet North America Advisors
Switzerland
$22.9M
CCG
914
Cypress Capital Group
Florida
$22.9M
FFP
915
FourThought Financial Partners
Florida
$22.9M
CIS
916
Connors Investor Services
Pennsylvania
$22.8M
MK
917
MASTERINVEST Kapitalanlage
$22.7M
ECM
918
Everence Capital Management
Indiana
$22.6M
GWM
919
Geneos Wealth Management
Colorado
$22.6M
VW
920
Vantage Wealth
California
$22.6M
AAM
921
Advisors Asset Management
Colorado
$22.5M
SWM
922
Stockman Wealth Management
Montana
$22.5M
AFG
923
Atomi Financial Group
New York
$22.4M
MIA
924
MainStreet Investment Advisors
Illinois
$22.3M
CB
925
Community Bank
New York
$22.3M