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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
ISB
976
Iowa State Bank
Iowa
$20.3M
PWW
977
Pettyjohn Wood & White
Virginia
$20.3M
JAM
978
JCIC Asset Management
Ontario, Canada
$20.2M
EFS
979
Essex Financial Services
Connecticut
$20.2M
PGAM
980
Princeton Global Asset Management
New Jersey
$20.2M
SVWAG
981
Sound View Wealth Advisors Group
Georgia
$20.2M
CCM
982
Copeland Capital Management
Pennsylvania
$20.2M
MIM
983
Morningstar Investment Management
Illinois
$20.2M
BG
984
BDF Gestion
France
$20.2M
BJL
985
Brighton Jones LLC
Washington
$20.1M
BPAMU
986
BTG Pactual Asset Management US
New York
$20M
BONST
987
Bank of Nova Scotia Trust
Ontario, Canada
$20M
WAM
988
Winslow Asset Management
Ohio
$20M
KFGK
989
Keystone Financial Group (Kentucky)
Kentucky
$19.9M
ABTD
990
Arvest Bank Trust Division
Oklahoma
$19.8M
TCWA
991
Turtle Creek Wealth Advisors
Texas
$19.8M
AAP
992
Arax Advisory Partners
Colorado
$19.7M
RC
993
Roundview Capital
New Jersey
$19.7M
SIC
994
SFE Investment Counsel
California
$19.7M
ST
995
Spinnaker Trust
Maine
$19.6M
FA
996
Fagan Associates
New York
$19.6M
BWP
997
Burling Wealth Partners
Illinois
$19.6M
WPI
998
Walter Public Investments
Canada
$19.5M
ERIC
999
Eagle Rock Investment Company
Georgia
$19.5M
SB
1000
Simmons Bank
Arkansas
$19.5M