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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
AAM
926
Advisors Asset Management
Colorado
$22.5M
SWM
927
Stockman Wealth Management
Montana
$22.5M
AFG
928
Atomi Financial Group
New York
$22.4M
MIA
929
MainStreet Investment Advisors
Illinois
$22.3M
CB
930
Community Bank
New York
$22.3M
RCYC
931
Richard C. Young & Co
Rhode Island
$22.2M
DCA
932
DSG Capital Advisors
Minnesota
$22.2M
MWM
933
Mission Wealth Management
California
$22.1M
AIA
934
Allied Investment Advisors
Montana
$22.1M
GI
935
GLOBALT Investments
Georgia
$22.1M
CDDEC
936
Caisse Des Depots Et Consignations
France
$22.1M
WSCM
937
Wellington Shields Capital Management
New York
$22.1M
TF
938
Tompkins Financial
New York
$22M
HCM
939
Hollencrest Capital Management
California
$22M
NC
940
NewSquare Capital
Pennsylvania
$21.8M
VWM
941
Venturi Wealth Management
Texas
$21.8M
NGA
942
Naples Global Advisors
Florida
$21.7M
SFS
943
Sowell Financial Services
Arkansas
$21.7M
GG
944
Greenwood Gearhart
Arkansas
$21.6M
LWCFA
945
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.6M
WC
946
Woodstock Corp
Massachusetts
$21.5M
LWIC
947
Leith Wheeler Investment Counsel
British Columbia, Canada
$21.5M
HT
948
Heritage Trust
Oklahoma
$21.5M
EI
949
Ethic Inc
New York
$21.4M
CT
950
Caldwell Trust
Florida
$21.3M