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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
Parallax Volatility Advisers
951
Parallax Volatility Advisers
California
$21.3M
SCM
952
Sterling Capital Management
North Carolina
$21.2M
BOC
953
Barbara Oil Co
Illinois
$21.1M
IWM
954
IHT Wealth Management
Illinois
$21.1M
AC
955
AlphaCore Capital
California
$21M
SAM
956
Strategy Asset Managers
California
$21M
OCM
957
One Capital Management
California
$21M
TCM
958
Telos Capital Management
California
$20.9M
DWA
959
Douglass Winthrop Advisors
New York
$20.9M
1SB
960
1ST Source Bank
Indiana
$20.8M
ANTB
961
AMG National Trust Bank
Colorado
$20.8M
PMAM
962
Picton Mahoney Asset Management
Ontario, Canada
$20.8M
GAM
963
Griffin Asset Management
New York
$20.8M
FMWA
964
Forvis Mazars Wealth Advisors
Missouri
$20.7M
PF
965
Phoenix Financial
Israel
$20.7M
OCBCO
966
Oversea-Chinese Banking Corp (OCBC)
Singapore
$20.7M
BRWA
967
B. Riley Wealth Advisors
Florida
$20.6M
CAM
968
Close Asset Management
United Kingdom
$20.6M
GIP
969
Granite Investment Partners
California
$20.6M
IA
970
Intellus Advisors
Florida
$20.6M
GIM
971
Goelzer Investment Management
Indiana
$20.5M
IAN
972
Integrated Advisors Network
Texas
$20.5M
FCP
973
Fidelis Capital Partners
Florida
$20.5M
NAS
974
Nicolet Advisory Services
Wisconsin
$20.4M
MIC
975
Means Investment Company
Maine
$20.4M