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