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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
CIM
2926
Corda Investment Management
Texas
$1.84M
WRPWM
2927
Werba Rubin Papier Wealth Management
California
$1.84M
FCIM
2928
Fairview Capital Investment Management
California
$1.83M
CTFG
2929
Capstone Triton Financial Group
Oklahoma
$1.83M
CICI
2930
Capital Investment Counsel Inc
North Carolina
$1.83M
SWM
2931
Shakespeare Wealth Management
Wisconsin
$1.83M
BF
2932
Brucke Financial
Indiana
$1.83M
MWP
2933
Moller Wealth Partners
$1.83M
CIG
2934
Cascade Investment Group
Colorado
$1.82M
CCA
2935
Carrera Capital Advisors
Michigan
$1.82M
KA
2936
Kercheville Advisors
Texas
$1.82M
SFB
2937
STAR Financial Bank
Indiana
$1.82M
FB
2938
First Bancorp
Maine
$1.81M
B
2939
Barings
North Carolina
$1.8M
PW
2940
PUREfi Wealth
Massachusetts
$1.8M
Harris Associates
2941
Harris Associates
Illinois
$1.8M
PFW
2942
Petros Family Wealth
Minnesota
$1.8M
MHC
2943
May Hill Capital
Massachusetts
$1.79M
CGFA
2944
Colton Groome Financial Advisors
North Carolina
$1.79M
WA
2945
WealthTrust Axiom
Pennsylvania
$1.79M
RCM
2946
RMR Capital Management
California
$1.79M
LRWM
2947
Lord & Richards Wealth Management
Colorado
$1.79M
BCG
2948
BayBridge Capital Group
California
$1.79M
NPFS
2949
Novak & Powell Financial Services
Florida
$1.79M
MHR
2950
Matthew Hamilton Rosenberg
$1.79M