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