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