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JPMorgan Chase

4,697 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, 1,918 increasing their positions, 2,102 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
EIP
826
Easterly Investment Partners
Massachusetts
$26.8M
VCA
827
Verdence Capital Advisors
Maryland
$26.8M
WS
828
Wedbush Securities
California
$26.8M
M
829
MOTCO
Texas
$26.7M
WCMN
830
Westchester Capital Management (Nebraska)
Nebraska
$26.6M
FFM
831
Forum Financial Management
Illinois
$26.5M
NRC
832
New Republic Capital
North Carolina
$26.5M
USCWA
833
U.S. Capital Wealth Advisors
Texas
$26.5M
CPIG
834
Chicago Partners Investment Group
Illinois
$26.5M
MA
835
Montag & Associates
Georgia
$26.2M
ACP
836
Aviance Capital Partners
Florida
$26.2M
MYAM
837
Meiji Yasuda Asset Management
Japan
$26.2M
KOCAA
838
Knights of Columbus Asset Advisors
Connecticut
$26.1M
SFI
839
Siemens Fonds Invest
Germany
$26M
AF
840
Alerus Financial
North Dakota
$25.9M
BIA
841
Biondo Investment Advisors
Pennsylvania
$25.9M
RDWM
842
Red Door Wealth Management
Tennessee
$25.8M
JSSH
843
J. Safra Sarasin Holding
$25.8M
DAS
844
Dynamic Advisor Solutions
Arizona
$25.8M
FMC
845
First Merchants Corp
Indiana
$25.6M
AG
846
Ascent Group
Virginia
$25.6M
CA
847
Cullinan Associates
Kentucky
$25.6M
CC
848
Courier Capital
New York
$25.5M
S
849
SignatureFD
Georgia
$25.5M
WIC
850
Woodmont Investment Counsel
Tennessee
$25.4M