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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
SCM
951
Sterling Capital Management
North Carolina
$21.2M
BOC
952
Barbara Oil Co
Illinois
$21.1M
IWM
953
IHT Wealth Management
Illinois
$21.1M
AC
954
AlphaCore Capital
California
$21M
SAM
955
Strategy Asset Managers
California
$21M
OCM
956
One Capital Management
California
$21M
TCM
957
Telos Capital Management
California
$20.9M
DWA
958
Douglass Winthrop Advisors
New York
$20.9M
1SB
959
1ST Source Bank
Indiana
$20.8M
ANTB
960
AMG National Trust Bank
Colorado
$20.8M
PMAM
961
Picton Mahoney Asset Management
Ontario, Canada
$20.8M
GAM
962
Griffin Asset Management
New York
$20.8M
FMWA
963
Forvis Mazars Wealth Advisors
Missouri
$20.7M
PF
964
Phoenix Financial
Israel
$20.7M
OCBCO
965
Oversea-Chinese Banking Corp (OCBC)
Singapore
$20.7M
BRWA
966
B. Riley Wealth Advisors
Florida
$20.6M
CAM
967
Close Asset Management
United Kingdom
$20.6M
GIP
968
Granite Investment Partners
California
$20.6M
IA
969
Intellus Advisors
Florida
$20.6M
GIM
970
Goelzer Investment Management
Indiana
$20.5M
IAN
971
Integrated Advisors Network
Texas
$20.5M
FCP
972
Fidelis Capital Partners
Florida
$20.5M
NAS
973
Nicolet Advisory Services
Wisconsin
$20.4M
MIC
974
Means Investment Company
Maine
$20.4M
ISB
975
Iowa State Bank
Iowa
$20.3M