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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
SCM
2551
Sunbeam Capital Management
Georgia
$2.8M
GDP
2552
Great Diamond Partners
Maine
$2.8M
IF
2553
IRON Financial
Illinois
$2.79M
B
2554
Birchbrook
Maine
$2.79M
AP
2555
Atwood & Palmer
Missouri
$2.78M
MCM
2556
Mainstream Capital Management
California
$2.78M
WP
2557
Westmount Partners
California
$2.78M
MKC
2558
M. Kraus & Co
Vermont
$2.78M
MIC
2559
Meridian Investment Counsel
California
$2.77M
IA
2560
IFG Advisors
Missouri
$2.77M
HFAS
2561
Hummer Financial Advisory Services
Illinois
$2.77M
BSI
2562
Bennett Selby Investments
Maine
$2.76M
OC
2563
Oarsman Capital
Wisconsin
$2.76M
FMN
2564
Financial Management Network
California
$2.75M
BFG
2565
Bouchey Financial Group
New York
$2.75M
WMA
2566
Wealth Management Associates
New Jersey
$2.74M
IWA
2567
IBEX Wealth Advisors
New Jersey
$2.74M
CA
2568
Corrado Advisors
New Jersey
$2.74M
MPCG
2569
Matrix Private Capital Group
New York
$2.74M
WAL
2570
W Advisors LLC
Tennessee
$2.73M
LCM
2571
Lazari Capital Management
California
$2.73M
WIA
2572
Westbourne Investment Advisors
Maryland
$2.73M
LIA
2573
LBMC Investment Advisors
Tennessee
$2.73M
RB
2574
Rodgers Brothers
Pennsylvania
$2.73M
TRIA
2575
Trail Ridge Investment Advisors
Colorado
$2.73M