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