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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
CB
926
Community Bank
New York
$22.3M
RCYC
927
Richard C. Young & Co
Rhode Island
$22.2M
DCA
928
DSG Capital Advisors
Minnesota
$22.2M
MWM
929
Mission Wealth Management
California
$22.1M
AIA
930
Allied Investment Advisors
Montana
$22.1M
GI
931
GLOBALT Investments
Georgia
$22.1M
CDDEC
932
Caisse Des Depots Et Consignations
France
$22.1M
WSCM
933
Wellington Shields Capital Management
New York
$22.1M
TF
934
Tompkins Financial
New York
$22M
HCM
935
Hollencrest Capital Management
California
$22M
NC
936
NewSquare Capital
Pennsylvania
$21.8M
VWM
937
Venturi Wealth Management
Texas
$21.8M
NGA
938
Naples Global Advisors
Florida
$21.7M
SFS
939
Sowell Financial Services
Arkansas
$21.7M
GG
940
Greenwood Gearhart
Arkansas
$21.6M
LWCFA
941
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.6M
WC
942
Woodstock Corp
Massachusetts
$21.5M
LWIC
943
Leith Wheeler Investment Counsel
British Columbia, Canada
$21.5M
HT
944
Heritage Trust
Oklahoma
$21.5M
EI
945
Ethic Inc
New York
$21.4M
CT
946
Caldwell Trust
Florida
$21.3M
FTC
947
Farmers Trust Company
Ohio
$21.3M
RWA
948
River Wealth Advisors
Pennsylvania
$21.3M
PI
949
PFG Investments
New York
$21.3M
Parallax Volatility Advisers
950
Parallax Volatility Advisers
California
$21.3M