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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
FTC
951
Farmers Trust Company
Ohio
$21.3M
RWA
952
River Wealth Advisors
Pennsylvania
$21.3M
PI
953
PFG Investments
New York
$21.3M
Parallax Volatility Advisers
954
Parallax Volatility Advisers
California
$21.3M
SCM
955
Sterling Capital Management
North Carolina
$21.2M
BOC
956
Barbara Oil Co
Illinois
$21.1M
IWM
957
IHT Wealth Management
Illinois
$21.1M
AC
958
AlphaCore Capital
California
$21M
SAM
959
Strategy Asset Managers
California
$21M
OCM
960
One Capital Management
California
$21M
TCM
961
Telos Capital Management
California
$20.9M
DWA
962
Douglass Winthrop Advisors
New York
$20.9M
1SB
963
1ST Source Bank
Indiana
$20.8M
ANTB
964
AMG National Trust Bank
Colorado
$20.8M
PMAM
965
Picton Mahoney Asset Management
Ontario, Canada
$20.8M
GAM
966
Griffin Asset Management
New York
$20.8M
FMWA
967
Forvis Mazars Wealth Advisors
Missouri
$20.7M
PF
968
Phoenix Financial
Israel
$20.7M
OCBCO
969
Oversea-Chinese Banking Corp (OCBC)
Singapore
$20.7M
BRWA
970
B. Riley Wealth Advisors
Florida
$20.6M
CAM
971
Close Asset Management
United Kingdom
$20.6M
GIP
972
Granite Investment Partners
California
$20.6M
IA
973
Intellus Advisors
Florida
$20.6M
GIM
974
Goelzer Investment Management
Indiana
$20.5M
IAN
975
Integrated Advisors Network
Texas
$20.5M