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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
WPI
1001
Walter Public Investments
Canada
$19.5M
ERIC
1002
Eagle Rock Investment Company
Georgia
$19.5M
SB
1003
Simmons Bank
Arkansas
$19.5M
PAI
1004
Pittenger & Anderson Inc
Nebraska
$19.5M
HVIA
1005
Hudson Valley Investment Advisors
New York
$19.4M
SBF
1006
Sara-Bay Financial
Florida
$19.4M
CCM
1007
Carmel Capital Management
California
$19.4M
NCM
1008
Northside Capital Management
Oregon
$19.4M
CWG
1009
Cornerstone Wealth Group
North Carolina
$19.3M
Alyeska Investment Group
1010
Alyeska Investment Group
Illinois
$19.3M
MCM
1011
Mitchell Capital Management
Kansas
$19.2M
FNB
1012
Farmers National Bank
Kentucky
$19.1M
VI
1013
Vestcor Inc
New Brunswick, Canada
$19M
SCM
1014
Schnieders Capital Management
California
$19M
LTI
1015
Laffer Tengler Investments
Tennessee
$18.9M
CNB
1016
Camden National Bank
Maine
$18.9M
AAM
1017
AR Asset Management
California
$18.9M
MWA
1018
Meridian Wealth Advisors
Texas
$18.8M
GAB
1019
German American Bancorp
Indiana
$18.8M
ZIG
1020
Zuckerman Investment Group
Illinois
$18.8M
VIP
1021
Vantage Investment Partners
Missouri
$18.8M
CPCM
1022
Cardinal Point Capital Management
Ontario, Canada
$18.8M
CPC
1023
Consolidated Planning Corp
Georgia
$18.7M
CAM
1024
Cypress Asset Management
Texas
$18.7M
AMBIA
1025
Allen Mooney & Barnes Investment Advisors
Georgia
$18.7M