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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
NP
901
NorthRock Partners
Minnesota
$23.7M
CWM
902
Cabot Wealth Management
Massachusetts
$23.7M
JIR
903
James Investment Research
Ohio
$23.6M
LPT
904
Legacy Private Trust
Wisconsin
$23.5M
FFBTD
905
First Financial Bank - Trust Division
Ohio
$23.5M
WANY
906
Wealthspire Advisors (New York)
New York
$23.4M
ETC
907
Exchange Traded Concepts
Oklahoma
$23.4M
MGIA
908
Moneta Group Investment Advisors
Missouri
$23.3M
TCM
909
Tufton Capital Management
Maryland
$23.3M
Jacobs Levy Equity Management
910
Jacobs Levy Equity Management
New Jersey
$23.3M
CWM
911
Circle Wealth Management
New Jersey
$23.3M
KRSITF
912
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$23.1M
SWM
913
Spire Wealth Management
Virginia
$23M
HH
914
Hilltop Holdings
Texas
$23M
MC
915
Middleton & Co
Massachusetts
$22.9M
CK
916
Cohen Klingenstein
New York
$22.9M
PNAA
917
Pictet North America Advisors
Switzerland
$22.9M
CCG
918
Cypress Capital Group
Florida
$22.9M
FFP
919
FourThought Financial Partners
Florida
$22.9M
CIS
920
Connors Investor Services
Pennsylvania
$22.8M
MK
921
MASTERINVEST Kapitalanlage
$22.7M
ECM
922
Everence Capital Management
Indiana
$22.6M
GWM
923
Geneos Wealth Management
Colorado
$22.6M
VW
924
Vantage Wealth
California
$22.6M
AAM
925
Advisors Asset Management
Colorado
$22.5M