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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
MSA
851
MUFG Securities Americas
New York
$25.3M
GAI
852
General American Investors
New York
$25.2M
AP
853
Archon Partners
New Jersey
$25.2M
BWP
854
Barlow Wealth Partners
Kentucky
$25.2M
KWMG
855
King Wealth Management Group
Florida
$25.2M
PAM
856
Peak Asset Management
Colorado
$25.2M
FNFDCM
857
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$25.1M
OBAM
858
ODDO BHF Asset Management
France
$25.1M
VT
859
Vise Technologies
New York
$25.1M
JWBC
860
J.W. Burns & Co
New York
$25.1M
SHGA
861
Sand Hill Global Advisors
California
$25.1M
JWM
862
JGP Wealth Management
Oregon
$25.1M
LNB
863
Ledyard National Bank
$25.1M
NCM
864
Novare Capital Management
North Carolina
$25M
BBI
865
Baxter Bros Inc
Connecticut
$25M
GIA
866
Gladstone Institutional Advisory
Florida
$25M
WF
867
WoodTrust Financial
Wisconsin
$24.9M
PAM
868
Palisade Asset Management
Minnesota
$24.7M
BCM
869
BTC Capital Management
Iowa
$24.7M
BHWM
870
Bar Harbor Wealth Management
New Hampshire
$24.7M
NSAM
871
North Star Asset Management
Wisconsin
$24.7M
CWM
872
Calamos Wealth Management
Illinois
$24.6M
DR
873
Davis Rea
Ontario, Canada
$24.6M
WIC
874
Willis Investment Counsel
Georgia
$24.6M
WCM
875
Whitener Capital Management
North Carolina
$24.6M