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