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JPMorgan Chase

4,672 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,909 increasing their positions, 2,088 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:

1.09% less ownership

Funds ownership: 72.1%71.01% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 939908 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
908
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
JPMIA
701
J.P. Marvel Investment Advisors
Massachusetts
$34.9M
CTA
702
Colonial Trust Advisors
South Carolina
$34.9M
TYCC
703
Texas Yale Capital Corp
Florida
$34.9M
ONB
704
Old National Bancorp
Indiana
$34.8M
OIA
705
OneDigital Investment Advisors
Kansas
$34.8M
AWM
706
Absher Wealth Management
North Carolina
$34.7M
FMI
707
F/M Investments
District of Columbia
$34.7M
SCA
708
Stillwater Capital Advisors
Pennsylvania
$34.5M
BFG
709
Bleakley Financial Group
New Jersey
$34.5M
RP
710
Rice Partnership
Hawaii
$34.5M
TF
711
Talbot Financial
Washington
$34.2M
FFA
712
First Foundation Advisors
California
$34.1M
EAM
713
Exane Asset Management
France
$34.1M
AAF
714
Andra AP-fonden
Sweden
$34M
SW
715
SVB Wealth
Massachusetts
$33.9M
CSP
716
Cary Street Partners
Virginia
$33.8M
PMG
717
ProVise Management Group
Florida
$33.7M
CHAM
718
Clear Harbor Asset Management
Connecticut
$33.4M
HSA
719
HBK Sorce Advisory
Pennsylvania
$33.4M
SHFA
720
SS&H Financial Advisors
Michigan
$33.3M
EF
721
Empirical Finance
Pennsylvania
$33.3M
PEAK6
722
PEAK6
Illinois
$33.1M
RT
723
Rockland Trust
Massachusetts
$33.1M
CF
724
Covea Finance
France
$32.9M
FCH
725
Freestone Capital Holdings
Washington
$32.8M