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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
PIA
2501
Pinion Investment Advisors
Kansas
$2.97M
FFO
2502
Fortitude Family Office
Arizona
$2.96M
SSA
2503
South Street Advisors
New York
$2.96M
VCM
2504
Vivaldi Capital Management
Illinois
$2.96M
CG
2505
Carmignac Gestion
France
$2.96M
MWM
2506
MOKAN Wealth Management
Kansas
$2.95M
CSC
2507
Caldwell Sutter Capital
California
$2.95M
PPWM
2508
Paragon Private Wealth Management
Kentucky
$2.95M
LCM
2509
Legato Capital Management
California
$2.95M
PL
2510
Perpetual Ltd
Australia
$2.95M
CFG
2511
CKW Financial Group
Hawaii
$2.94M
EAM
2512
Eukles Asset Management
Ohio
$2.94M
1WM
2513
1900 Wealth Management
Texas
$2.93M
MFG
2514
Mosaic Financial Group
Illinois
$2.93M
MFP
2515
Meridian Financial Partners
Virginia
$2.93M
COCM
2516
Charter Oak Capital Management
New Hampshire
$2.93M
CGA
2517
Crescent Grove Advisors
Illinois
$2.93M
VWM
2518
Vivid Wealth Management
Iowa
$2.92M
WW
2519
Waterfront Wealth
Kansas
$2.91M
SIC
2520
Samalin Investment Counsel
New York
$2.91M
CFG
2521
Cooper Financial Group
California
$2.9M
NEWAS
2522
N.E.W. Advisory Services
Wisconsin
$2.89M
A
2523
AlphaQuest
New York
$2.89M
MCM
2524
Mendel Capital Management
Arkansas
$2.88M
LB
2525
Legacy Bridge
Iowa
$2.88M