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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
AWAG
701
ARS Wealth Advisors Group
Florida
$35.1M
CAM
702
Congress Asset Management
Massachusetts
$35M
JPMIA
703
J.P. Marvel Investment Advisors
Massachusetts
$34.9M
CTA
704
Colonial Trust Advisors
South Carolina
$34.9M
TYCC
705
Texas Yale Capital Corp
Florida
$34.9M
ONB
706
Old National Bancorp
Indiana
$34.8M
OIA
707
OneDigital Investment Advisors
Kansas
$34.8M
AWM
708
Absher Wealth Management
North Carolina
$34.7M
FMI
709
F/M Investments
District of Columbia
$34.7M
SCA
710
Stillwater Capital Advisors
Pennsylvania
$34.5M
BFG
711
Bleakley Financial Group
New Jersey
$34.5M
RP
712
Rice Partnership
Hawaii
$34.5M
TF
713
Talbot Financial
Washington
$34.2M
FFA
714
First Foundation Advisors
California
$34.1M
EAM
715
Exane Asset Management
France
$34.1M
AAF
716
Andra AP-fonden
Sweden
$34M
SW
717
SVB Wealth
Massachusetts
$33.9M
CSP
718
Cary Street Partners
Virginia
$33.8M
PMG
719
ProVise Management Group
Florida
$33.7M
CHAM
720
Clear Harbor Asset Management
Connecticut
$33.4M
HSA
721
HBK Sorce Advisory
Pennsylvania
$33.4M
SHFA
722
SS&H Financial Advisors
Michigan
$33.3M
EF
723
Empirical Finance
Pennsylvania
$33.3M
PEAK6
724
PEAK6
Illinois
$33.1M
RT
725
Rockland Trust
Massachusetts
$33.1M