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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
FAM
1301
Fulcrum Asset Management
United Kingdom
$12M
CWM
1302
Chemistry Wealth Management
New York
$11.9M
CT
1303
Chicago Trust
Illinois
$11.9M
PTC
1304
Private Trust Company
Ohio
$11.9M
OCAM
1305
Onex Canada Asset Management
Ontario, Canada
$11.9M
GLLW
1306
Graves Light Lenhart Wealth
Virginia
$11.9M
WTFG
1307
Wells Trecaso Financial Group
Ohio
$11.9M
EARNEST Partners
1308
EARNEST Partners
Georgia
$11.8M
DIP
1309
DT Investment Partners
Pennsylvania
$11.8M
UF
1310
Univest Financial
Pennsylvania
$11.8M
IA
1311
IFG Advisory
Georgia
$11.8M
AG
1312
AlTi Global
New York
$11.8M
AT
1313
American Trust
Kentucky
$11.8M
EW
1314
Evoke Wealth
California
$11.8M
BWAM
1315
Boyd Watterson Asset Management
Ohio
$11.7M
CGIM
1316
Capital Group Investment Management
Singapore
$11.7M
TE
1317
Tema ETFs
New York
$11.6M
DLCIG
1318
D.L. Carlson Investment Group
New Hampshire
$11.6M
QIM
1319
Quest Investment Management
Oregon
$11.6M
SAI
1320
Systematic Alpha Investments
New Jersey
$11.6M
CT
1321
Clearstead Trust
Maine
$11.6M
BWM
1322
BigSur Wealth Management
Florida
$11.5M
CWM
1323
Cordatus Wealth Management
Pennsylvania
$11.5M
CRI
1324
Commonwealth Retirement Investments
Virginia
$11.5M
DDC
1325
DF Dent & Co
Maryland
$11.5M