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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
FCP
976
Fidelis Capital Partners
Florida
$20.5M
NAS
977
Nicolet Advisory Services
Wisconsin
$20.4M
MIC
978
Means Investment Company
Maine
$20.4M
ISB
979
Iowa State Bank
Iowa
$20.3M
PWW
980
Pettyjohn Wood & White
Virginia
$20.3M
JAM
981
JCIC Asset Management
Ontario, Canada
$20.2M
EFS
982
Essex Financial Services
Connecticut
$20.2M
PGAM
983
Princeton Global Asset Management
New Jersey
$20.2M
SVWAG
984
Sound View Wealth Advisors Group
Georgia
$20.2M
CCM
985
Copeland Capital Management
Pennsylvania
$20.2M
MIM
986
Morningstar Investment Management
Illinois
$20.2M
BG
987
BDF Gestion
France
$20.2M
BJL
988
Brighton Jones LLC
Washington
$20.1M
BPAMU
989
BTG Pactual Asset Management US
New York
$20M
BONST
990
Bank of Nova Scotia Trust
Ontario, Canada
$20M
WAM
991
Winslow Asset Management
Ohio
$20M
KFGK
992
Keystone Financial Group (Kentucky)
Kentucky
$19.9M
ABTD
993
Arvest Bank Trust Division
Oklahoma
$19.8M
TCWA
994
Turtle Creek Wealth Advisors
Texas
$19.8M
AAP
995
Arax Advisory Partners
Colorado
$19.7M
RC
996
Roundview Capital
New Jersey
$19.7M
SIC
997
SFE Investment Counsel
California
$19.7M
ST
998
Spinnaker Trust
Maine
$19.6M
FA
999
Fagan Associates
New York
$19.6M
BWP
1000
Burling Wealth Partners
Illinois
$19.6M