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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: 943911 (-32)

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
911
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
EARNEST Partners
1301
EARNEST Partners
Georgia
$11.8M
DIP
1302
DT Investment Partners
Pennsylvania
$11.8M
UF
1303
Univest Financial
Pennsylvania
$11.8M
IA
1304
IFG Advisory
Georgia
$11.8M
AG
1305
AlTi Global
New York
$11.8M
AT
1306
American Trust
Kentucky
$11.8M
EW
1307
Evoke Wealth
California
$11.8M
BWAM
1308
Boyd Watterson Asset Management
Ohio
$11.7M
CGIM
1309
Capital Group Investment Management
Singapore
$11.7M
TE
1310
Tema ETFs
New York
$11.6M
DLCIG
1311
D.L. Carlson Investment Group
New Hampshire
$11.6M
QIM
1312
Quest Investment Management
Oregon
$11.6M
SAI
1313
Systematic Alpha Investments
New Jersey
$11.6M
CT
1314
Clearstead Trust
Maine
$11.6M
BWM
1315
BigSur Wealth Management
Florida
$11.5M
CWM
1316
Cordatus Wealth Management
Pennsylvania
$11.5M
CRI
1317
Commonwealth Retirement Investments
Virginia
$11.5M
DDC
1318
DF Dent & Co
Maryland
$11.5M
BOH
1319
Bank of Hawaii
Hawaii
$11.5M
TNBTD
1320
Trustmark National Bank Trust Department
Mississippi
$11.5M
RWB
1321
RMR Wealth Builders
New Jersey
$11.5M
WIM
1322
WealthPlan Investment Management
Nebraska
$11.4M
BFC
1323
Blue Fin Capital
Rhode Island
$11.4M
AWM
1324
Avior Wealth Management
Nebraska
$11.3M
SIG
1325
Sargent Investment Group
Maryland
$11.3M