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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
DP
826
Dearborn Partners
Illinois
$26.9M
VCM
827
Voleon Capital Management
California
$26.8M
TPCW
828
TD Private Client Wealth
New York
$26.8M
EIP
829
Easterly Investment Partners
Massachusetts
$26.8M
VCA
830
Verdence Capital Advisors
Maryland
$26.8M
WS
831
Wedbush Securities
California
$26.8M
M
832
MOTCO
Texas
$26.7M
WCMN
833
Westchester Capital Management (Nebraska)
Nebraska
$26.6M
FFM
834
Forum Financial Management
Illinois
$26.5M
NRC
835
New Republic Capital
North Carolina
$26.5M
USCWA
836
U.S. Capital Wealth Advisors
Texas
$26.5M
CPIG
837
Chicago Partners Investment Group
Illinois
$26.5M
MA
838
Montag & Associates
Georgia
$26.2M
ACP
839
Aviance Capital Partners
Florida
$26.2M
MYAM
840
Meiji Yasuda Asset Management
Japan
$26.2M
KOCAA
841
Knights of Columbus Asset Advisors
Connecticut
$26.1M
SFI
842
Siemens Fonds Invest
Germany
$26M
AF
843
Alerus Financial
North Dakota
$25.9M
BIA
844
Biondo Investment Advisors
Pennsylvania
$25.9M
RDWM
845
Red Door Wealth Management
Tennessee
$25.8M
JSSH
846
J. Safra Sarasin Holding
$25.8M
DAS
847
Dynamic Advisor Solutions
Arizona
$25.8M
FMC
848
First Merchants Corp
Indiana
$25.6M
AG
849
Ascent Group
Virginia
$25.6M
CA
850
Cullinan Associates
Kentucky
$25.6M