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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
AFCM
876
Applied Finance Capital Management
Puerto Rico
$24.6M
TFS
877
Thoroughbred Financial Services
Tennessee
$24.4M
SW
878
SteelPeak Wealth
California
$24.4M
LCM
879
Logan Capital Management
Pennsylvania
$24.4M
SW
880
SlateStone Wealth
Florida
$24.4M
JC
881
JB Capital
Connecticut
$24.3M
ELC
882
Edgar Lomax Company
Virginia
$24.2M
GIM
883
Generate Investment Management
New Zealand
$24.1M
MAS
884
Meeder Advisory Services
Ohio
$24.1M
CIA
885
CCM Investment Advisers
South Carolina
$24M
NO
886
Ninety One
South Africa
$24M
GWMR
887
GC Wealth Management RIA
Massachusetts
$23.9M
SWP
888
Sagespring Wealth Partners
Tennessee
$23.9M
VA
889
VestGen Advisors
Illinois
$23.9M
NAAA
890
New Age Alpha Advisors
New York
$23.9M
JAG
891
Journey Advisory Group
Kentucky
$23.9M
EWM
892
Empirical Wealth Management
Washington
$23.9M
CFO
893
Callan Family Office
Pennsylvania
$23.8M
RC
894
RBO & Co
California
$23.8M
UAS
895
United Asset Strategies
New York
$23.8M
FPAS
896
Focus Partners Advisor Solutions
Missouri
$23.8M
DF
897
DNCA Finance
France
$23.7M
NP
898
NorthRock Partners
Minnesota
$23.7M
CWM
899
Cabot Wealth Management
Massachusetts
$23.7M
JIR
900
James Investment Research
Ohio
$23.6M