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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
GCP
2801
GSA Capital Partners
United Kingdom
$2.12M
PK
2802
Pflug Koory
Nebraska
$2.11M
FB
2803
Finward Bancorp
Indiana
$2.11M
CWM
2804
Centurion Wealth Management
Virginia
$2.1M
HP
2805
Holistic Planning
Texas
$2.1M
VCM
2806
Viewpoint Capital Management
Washington
$2.1M
IPW
2807
Impact Partnership Wealth
Georgia
$2.1M
CC
2808
Corsicana & Co
Texas
$2.1M
PVM
2809
Palogic Value Management
Texas
$2.09M
HPBT
2810
Hickory Point Bank & Trust
Illinois
$2.08M
WF
2811
WinCap Financial
Massachusetts
$2.08M
RIA
2812
Realta Investment Advisors
Delaware
$2.08M
RFP
2813
Root Financial Partners
California
$2.08M
SWM
2814
Sterling Wealth Management
Illinois
$2.08M
AWA
2815
Amplius Wealth Advisors
Pennsylvania
$2.07M
Fiera Capital (Canada)
2816
Fiera Capital (Canada)
Quebec, Canada
$2.07M
GFA
2817
Gallagher Fiduciary Advisors
Illinois
$2.07M
DCM
2818
Driehaus Capital Management
Illinois
$2.07M
AFS
2819
Access Financial Services
Minnesota
$2.07M
LGA
2820
Lebenthal Global Advisors
New York
$2.06M
RWM
2821
Riverbend Wealth Management
South Carolina
$2.06M
SC
2822
Solstein Capital
California
$2.05M
EWA
2823
Evolution Wealth Advisors
Florida
$2.05M
BCM
2824
BluePath Capital Management
Georgia
$2.04M
CCAM
2825
Cascades Capital Asset Management
North Carolina
$2.04M