JPM icon

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: 943911 (-32)

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
911
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
PAI
1001
Pittenger & Anderson Inc
Nebraska
$19.5M
HVIA
1002
Hudson Valley Investment Advisors
New York
$19.4M
SBF
1003
Sara-Bay Financial
Florida
$19.4M
CCM
1004
Carmel Capital Management
California
$19.4M
NCM
1005
Northside Capital Management
Oregon
$19.4M
CWG
1006
Cornerstone Wealth Group
North Carolina
$19.3M
Alyeska Investment Group
1007
Alyeska Investment Group
Illinois
$19.3M
MCM
1008
Mitchell Capital Management
Kansas
$19.2M
FNB
1009
Farmers National Bank
Kentucky
$19.1M
VI
1010
Vestcor Inc
New Brunswick, Canada
$19M
SCM
1011
Schnieders Capital Management
California
$19M
LTI
1012
Laffer Tengler Investments
Tennessee
$18.9M
CNB
1013
Camden National Bank
Maine
$18.9M
AAM
1014
AR Asset Management
California
$18.9M
MWA
1015
Meridian Wealth Advisors
Texas
$18.8M
GAB
1016
German American Bancorp
Indiana
$18.8M
ZIG
1017
Zuckerman Investment Group
Illinois
$18.8M
VIP
1018
Vantage Investment Partners
Missouri
$18.8M
CPCM
1019
Cardinal Point Capital Management
Ontario, Canada
$18.8M
CPC
1020
Consolidated Planning Corp
Georgia
$18.7M
CAM
1021
Cypress Asset Management
Texas
$18.7M
AMBIA
1022
Allen Mooney & Barnes Investment Advisors
Georgia
$18.7M
CCMINC
1023
Cardinal Capital Management Inc (North Carolina)
North Carolina
$18.7M
WIC
1024
WealthBridge Investment Counsel
Alberta, Canada
$18.6M
TW
1025
Trajan Wealth
Arizona
$18.6M