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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
CC
851
Courier Capital
New York
$25.5M
S
852
SignatureFD
Georgia
$25.5M
WIC
853
Woodmont Investment Counsel
Tennessee
$25.4M
OHIS
854
Oak Harvest Investment Services
Texas
$25.4M
MSA
855
MUFG Securities Americas
New York
$25.3M
AP
856
Archon Partners
New Jersey
$25.2M
GAI
857
General American Investors
New York
$25.2M
BWP
858
Barlow Wealth Partners
Kentucky
$25.2M
KWMG
859
King Wealth Management Group
Florida
$25.2M
PAM
860
Peak Asset Management
Colorado
$25.2M
FNFDCM
861
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$25.1M
OBAM
862
ODDO BHF Asset Management
France
$25.1M
VT
863
Vise Technologies
New York
$25.1M
JWBC
864
J.W. Burns & Co
New York
$25.1M
SHGA
865
Sand Hill Global Advisors
California
$25.1M
JWM
866
JGP Wealth Management
Oregon
$25.1M
LNB
867
Ledyard National Bank
$25.1M
NCM
868
Novare Capital Management
North Carolina
$25M
BBI
869
Baxter Bros Inc
Connecticut
$25M
GIA
870
Gladstone Institutional Advisory
Florida
$25M
WF
871
WoodTrust Financial
Wisconsin
$24.9M
PAM
872
Palisade Asset Management
Minnesota
$24.7M
BCM
873
BTC Capital Management
Iowa
$24.7M
BHWM
874
Bar Harbor Wealth Management
New Hampshire
$24.7M
NSAM
875
North Star Asset Management
Wisconsin
$24.7M