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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
UF
1301
Univest Financial
Pennsylvania
$11.8M
IA
1302
IFG Advisory
Georgia
$11.8M
AG
1303
AlTi Global
New York
$11.8M
AT
1304
American Trust
Kentucky
$11.8M
EW
1305
Evoke Wealth
California
$11.8M
BWAM
1306
Boyd Watterson Asset Management
Ohio
$11.7M
CGIM
1307
Capital Group Investment Management
Singapore
$11.7M
TE
1308
Tema ETFs
New York
$11.6M
DLCIG
1309
D.L. Carlson Investment Group
New Hampshire
$11.6M
QIM
1310
Quest Investment Management
Oregon
$11.6M
SAI
1311
Systematic Alpha Investments
New Jersey
$11.6M
CT
1312
Clearstead Trust
Maine
$11.6M
BWM
1313
BigSur Wealth Management
Florida
$11.5M
CWM
1314
Cordatus Wealth Management
Pennsylvania
$11.5M
CRI
1315
Commonwealth Retirement Investments
Virginia
$11.5M
DDC
1316
DF Dent & Co
Maryland
$11.5M
BOH
1317
Bank of Hawaii
Hawaii
$11.5M
TNBTD
1318
Trustmark National Bank Trust Department
Mississippi
$11.5M
RWB
1319
RMR Wealth Builders
New Jersey
$11.5M
WIM
1320
WealthPlan Investment Management
Nebraska
$11.4M
BFC
1321
Blue Fin Capital
Rhode Island
$11.4M
AWM
1322
Avior Wealth Management
Nebraska
$11.3M
SIG
1323
Sargent Investment Group
Maryland
$11.3M
WAS
1324
Wealth Advisory Solutions
Indiana
$11.3M
HCM
1325
Howland Capital Management
Massachusetts
$11.3M