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JPMorgan Chase

4,677 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,910 increasing their positions, 2,091 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:

1.08% less ownership

Funds ownership: 72.1%71.02% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 940909 (-31)

12% less call options, than puts

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

Holders
4,677
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
WS
826
Wedbush Securities
California
$26.8M
M
827
MOTCO
Texas
$26.7M
WCMN
828
Westchester Capital Management (Nebraska)
Nebraska
$26.6M
FFM
829
Forum Financial Management
Illinois
$26.5M
NRC
830
New Republic Capital
North Carolina
$26.5M
USCWA
831
U.S. Capital Wealth Advisors
Texas
$26.5M
CPIG
832
Chicago Partners Investment Group
Illinois
$26.5M
MA
833
Montag & Associates
Georgia
$26.2M
ACP
834
Aviance Capital Partners
Florida
$26.2M
MYAM
835
Meiji Yasuda Asset Management
Japan
$26.2M
KOCAA
836
Knights of Columbus Asset Advisors
Connecticut
$26.1M
SFI
837
Siemens Fonds Invest
Germany
$26M
AF
838
Alerus Financial
North Dakota
$25.9M
BIA
839
Biondo Investment Advisors
Pennsylvania
$25.9M
RDWM
840
Red Door Wealth Management
Tennessee
$25.8M
JSSH
841
J. Safra Sarasin Holding
$25.8M
DAS
842
Dynamic Advisor Solutions
Arizona
$25.8M
FMC
843
First Merchants Corp
Indiana
$25.6M
AG
844
Ascent Group
Virginia
$25.6M
CA
845
Cullinan Associates
Kentucky
$25.6M
CC
846
Courier Capital
New York
$25.5M
S
847
SignatureFD
Georgia
$25.5M
WIC
848
Woodmont Investment Counsel
Tennessee
$25.4M
OHIS
849
Oak Harvest Investment Services
Texas
$25.4M
MSA
850
MUFG Securities Americas
New York
$25.3M