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