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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
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
HVIA
1001
Hudson Valley Investment Advisors
New York
$19.4M
SBF
1002
Sara-Bay Financial
Florida
$19.4M
CCM
1003
Carmel Capital Management
California
$19.4M
NCM
1004
Northside Capital Management
Oregon
$19.4M
CWG
1005
Cornerstone Wealth Group
North Carolina
$19.3M
Alyeska Investment Group
1006
Alyeska Investment Group
Illinois
$19.3M
MCM
1007
Mitchell Capital Management
Kansas
$19.2M
FNB
1008
Farmers National Bank
Kentucky
$19.1M
VI
1009
Vestcor Inc
New Brunswick, Canada
$19M
SCM
1010
Schnieders Capital Management
California
$19M
LTI
1011
Laffer Tengler Investments
Tennessee
$18.9M
CNB
1012
Camden National Bank
Maine
$18.9M
AAM
1013
AR Asset Management
California
$18.9M
MWA
1014
Meridian Wealth Advisors
Texas
$18.8M
GAB
1015
German American Bancorp
Indiana
$18.8M
ZIG
1016
Zuckerman Investment Group
Illinois
$18.8M
VIP
1017
Vantage Investment Partners
Missouri
$18.8M
CPCM
1018
Cardinal Point Capital Management
Ontario, Canada
$18.8M
CPC
1019
Consolidated Planning Corp
Georgia
$18.7M
CAM
1020
Cypress Asset Management
Texas
$18.7M
AMBIA
1021
Allen Mooney & Barnes Investment Advisors
Georgia
$18.7M
CCMINC
1022
Cardinal Capital Management Inc (North Carolina)
North Carolina
$18.7M
WIC
1023
WealthBridge Investment Counsel
Alberta, Canada
$18.6M
TW
1024
Trajan Wealth
Arizona
$18.6M
PIM
1025
Plato Investment Management
Australia
$18.6M