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JPMorgan Chase

4,681 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, 1,913 increasing their positions, 2,092 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:

1.08% less ownership

Funds ownership: 72.1%71.02% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 940909 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,681
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
JAM
976
JCIC Asset Management
Ontario, Canada
$20.2M
EFS
977
Essex Financial Services
Connecticut
$20.2M
PGAM
978
Princeton Global Asset Management
New Jersey
$20.2M
SVWAG
979
Sound View Wealth Advisors Group
Georgia
$20.2M
CCM
980
Copeland Capital Management
Pennsylvania
$20.2M
MIM
981
Morningstar Investment Management
Illinois
$20.2M
BG
982
BDF Gestion
France
$20.2M
BJL
983
Brighton Jones LLC
Washington
$20.1M
BPAMU
984
BTG Pactual Asset Management US
New York
$20M
BONST
985
Bank of Nova Scotia Trust
Ontario, Canada
$20M
WAM
986
Winslow Asset Management
Ohio
$20M
KFGK
987
Keystone Financial Group (Kentucky)
Kentucky
$19.9M
ABTD
988
Arvest Bank Trust Division
Oklahoma
$19.8M
TCWA
989
Turtle Creek Wealth Advisors
Texas
$19.8M
AAP
990
Arax Advisory Partners
Colorado
$19.7M
RC
991
Roundview Capital
New Jersey
$19.7M
SIC
992
SFE Investment Counsel
California
$19.7M
ST
993
Spinnaker Trust
Maine
$19.6M
FA
994
Fagan Associates
New York
$19.6M
BWP
995
Burling Wealth Partners
Illinois
$19.6M
WPI
996
Walter Public Investments
Canada
$19.5M
ERIC
997
Eagle Rock Investment Company
Georgia
$19.5M
SB
998
Simmons Bank
Arkansas
$19.5M
PAI
999
Pittenger & Anderson Inc
Nebraska
$19.5M
HVIA
1000
Hudson Valley Investment Advisors
New York
$19.4M