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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
VCA
826
Verdence Capital Advisors
Maryland
$26.8M
WS
827
Wedbush Securities
California
$26.8M
M
828
MOTCO
Texas
$26.7M
WCMN
829
Westchester Capital Management (Nebraska)
Nebraska
$26.6M
FFM
830
Forum Financial Management
Illinois
$26.5M
NRC
831
New Republic Capital
North Carolina
$26.5M
USCWA
832
U.S. Capital Wealth Advisors
Texas
$26.5M
CPIG
833
Chicago Partners Investment Group
Illinois
$26.5M
MA
834
Montag & Associates
Georgia
$26.2M
ACP
835
Aviance Capital Partners
Florida
$26.2M
MYAM
836
Meiji Yasuda Asset Management
Japan
$26.2M
KOCAA
837
Knights of Columbus Asset Advisors
Connecticut
$26.1M
SFI
838
Siemens Fonds Invest
Germany
$26M
AF
839
Alerus Financial
North Dakota
$25.9M
BIA
840
Biondo Investment Advisors
Pennsylvania
$25.9M
RDWM
841
Red Door Wealth Management
Tennessee
$25.8M
JSSH
842
J. Safra Sarasin Holding
$25.8M
DAS
843
Dynamic Advisor Solutions
Arizona
$25.8M
FMC
844
First Merchants Corp
Indiana
$25.6M
AG
845
Ascent Group
Virginia
$25.6M
CA
846
Cullinan Associates
Kentucky
$25.6M
CC
847
Courier Capital
New York
$25.5M
S
848
SignatureFD
Georgia
$25.5M
WIC
849
Woodmont Investment Counsel
Tennessee
$25.4M
OHIS
850
Oak Harvest Investment Services
Texas
$25.4M