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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
TFS
876
Thoroughbred Financial Services
Tennessee
$24.4M
SW
877
SteelPeak Wealth
California
$24.4M
LCM
878
Logan Capital Management
Pennsylvania
$24.4M
SW
879
SlateStone Wealth
Florida
$24.4M
JC
880
JB Capital
Connecticut
$24.3M
ELC
881
Edgar Lomax Company
Virginia
$24.2M
GIM
882
Generate Investment Management
New Zealand
$24.1M
MAS
883
Meeder Advisory Services
Ohio
$24.1M
CIA
884
CCM Investment Advisers
South Carolina
$24M
NO
885
Ninety One
South Africa
$24M
GWMR
886
GC Wealth Management RIA
Massachusetts
$23.9M
SWP
887
Sagespring Wealth Partners
Tennessee
$23.9M
VA
888
VestGen Advisors
Illinois
$23.9M
NAAA
889
New Age Alpha Advisors
New York
$23.9M
JAG
890
Journey Advisory Group
Kentucky
$23.9M
EWM
891
Empirical Wealth Management
Washington
$23.9M
CFO
892
Callan Family Office
Pennsylvania
$23.8M
RC
893
RBO & Co
California
$23.8M
UAS
894
United Asset Strategies
New York
$23.8M
FPAS
895
Focus Partners Advisor Solutions
Missouri
$23.8M
DF
896
DNCA Finance
France
$23.7M
NP
897
NorthRock Partners
Minnesota
$23.7M
CWM
898
Cabot Wealth Management
Massachusetts
$23.7M
JIR
899
James Investment Research
Ohio
$23.6M
LPT
900
Legacy Private Trust
Wisconsin
$23.5M