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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
NRG
701
Nemes Rush Group
Michigan
$35.3M
RMC
702
Resources Management Corp
Connecticut
$35.3M
SIMG
703
Sonora Investment Management Group
Arizona
$35.2M
PCMF
704
Private Capital Management (Florida)
Florida
$35.2M
AWAG
705
ARS Wealth Advisors Group
Florida
$35.1M
CAM
706
Congress Asset Management
Massachusetts
$35M
JPMIA
707
J.P. Marvel Investment Advisors
Massachusetts
$34.9M
CTA
708
Colonial Trust Advisors
South Carolina
$34.9M
TYCC
709
Texas Yale Capital Corp
Florida
$34.9M
ONB
710
Old National Bancorp
Indiana
$34.8M
OIA
711
OneDigital Investment Advisors
Kansas
$34.8M
AWM
712
Absher Wealth Management
North Carolina
$34.7M
FMI
713
F/M Investments
District of Columbia
$34.7M
SCA
714
Stillwater Capital Advisors
Pennsylvania
$34.5M
BFG
715
Bleakley Financial Group
New Jersey
$34.5M
RP
716
Rice Partnership
Hawaii
$34.5M
TF
717
Talbot Financial
Washington
$34.2M
FFA
718
First Foundation Advisors
California
$34.1M
EAM
719
Exane Asset Management
France
$34.1M
AAF
720
Andra AP-fonden
Sweden
$34M
SW
721
SVB Wealth
Massachusetts
$33.9M
CSP
722
Cary Street Partners
Virginia
$33.8M
PMG
723
ProVise Management Group
Florida
$33.7M
CHAM
724
Clear Harbor Asset Management
Connecticut
$33.4M
HSA
725
HBK Sorce Advisory
Pennsylvania
$33.4M