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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
OHIS
851
Oak Harvest Investment Services
Texas
$25.4M
MSA
852
MUFG Securities Americas
New York
$25.3M
GAI
853
General American Investors
New York
$25.2M
AP
854
Archon Partners
New Jersey
$25.2M
BWP
855
Barlow Wealth Partners
Kentucky
$25.2M
KWMG
856
King Wealth Management Group
Florida
$25.2M
PAM
857
Peak Asset Management
Colorado
$25.2M
FNFDCM
858
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$25.1M
OBAM
859
ODDO BHF Asset Management
France
$25.1M
VT
860
Vise Technologies
New York
$25.1M
JWBC
861
J.W. Burns & Co
New York
$25.1M
SHGA
862
Sand Hill Global Advisors
California
$25.1M
JWM
863
JGP Wealth Management
Oregon
$25.1M
LNB
864
Ledyard National Bank
$25.1M
NCM
865
Novare Capital Management
North Carolina
$25M
BBI
866
Baxter Bros Inc
Connecticut
$25M
GIA
867
Gladstone Institutional Advisory
Florida
$25M
WF
868
WoodTrust Financial
Wisconsin
$24.9M
PAM
869
Palisade Asset Management
Minnesota
$24.7M
BCM
870
BTC Capital Management
Iowa
$24.7M
BHWM
871
Bar Harbor Wealth Management
New Hampshire
$24.7M
NSAM
872
North Star Asset Management
Wisconsin
$24.7M
CWM
873
Calamos Wealth Management
Illinois
$24.6M
DR
874
Davis Rea
Ontario, Canada
$24.6M
WIC
875
Willis Investment Counsel
Georgia
$24.6M