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JPMorgan Chase

4,697 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, 1,918 increasing their positions, 2,102 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
JIR
901
James Investment Research
Ohio
$23.6M
LPT
902
Legacy Private Trust
Wisconsin
$23.5M
FFBTD
903
First Financial Bank - Trust Division
Ohio
$23.5M
WANY
904
Wealthspire Advisors (New York)
New York
$23.4M
ETC
905
Exchange Traded Concepts
Oklahoma
$23.4M
MGIA
906
Moneta Group Investment Advisors
Missouri
$23.3M
TCM
907
Tufton Capital Management
Maryland
$23.3M
Jacobs Levy Equity Management
908
Jacobs Levy Equity Management
New Jersey
$23.3M
CWM
909
Circle Wealth Management
New Jersey
$23.3M
KRSITF
910
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$23.1M
SWM
911
Spire Wealth Management
Virginia
$23M
HH
912
Hilltop Holdings
Texas
$23M
MC
913
Middleton & Co
Massachusetts
$22.9M
CK
914
Cohen Klingenstein
New York
$22.9M
PNAA
915
Pictet North America Advisors
Switzerland
$22.9M
CCG
916
Cypress Capital Group
Florida
$22.9M
FFP
917
FourThought Financial Partners
Florida
$22.9M
CIS
918
Connors Investor Services
Pennsylvania
$22.8M
MK
919
MASTERINVEST Kapitalanlage
$22.7M
ECM
920
Everence Capital Management
Indiana
$22.6M
GWM
921
Geneos Wealth Management
Colorado
$22.6M
VW
922
Vantage Wealth
California
$22.6M
AAM
923
Advisors Asset Management
Colorado
$22.5M
SWM
924
Stockman Wealth Management
Montana
$22.5M
AFG
925
Atomi Financial Group
New York
$22.4M