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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
FBB
1026
Fulton Breakefield Broenniman
Maryland
$18.5M
BWM
1027
Buckley Wealth Management
Nevada
$18.4M
FRA
1028
Frank Rimerman Advisors
California
$18.3M
NSEDCP
1029
NJ State Employees Deferred Compensation Plan
New Jersey
$18.3M
FP
1030
FFG Partners
Florida
$18.3M
DAC
1031
Dividend Assets Capital
South Carolina
$18.3M
TCM
1032
Traynor Capital Management
Pennsylvania
$18.3M
CCB
1033
Country Club Bank
Missouri
$18.3M
ET
1034
Equitable Trust
Tennessee
$18.3M
SDIC
1035
South Dakota Investment Council
South Dakota
$18.3M
TRCT
1036
Tower Research Capital (TRC)
New York
$18.3M
MCP
1037
Mirador Capital Partners
California
$18.1M
SFO
1038
Stenger Family Office
Illinois
$18.1M
JIC
1039
Joel Isaacson & Co
New York
$18.1M
IPW
1040
Invictus Private Wealth
Colorado
$18.1M
SA
1041
SRH Advisors
Kansas
$18M
NLP
1042
Next Level Private
New York
$18M
HCA
1043
Harbor Capital Advisors
Illinois
$18M
HBT
1044
Hills Bank & Trust
Iowa
$18M
LWANC
1045
Laurel Wealth Advisors (North Carolina)
North Carolina
$18M
HFS
1046
Haverford Financial Services
Pennsylvania
$18M
III
1047
Independent Investors Inc
New York
$17.9M
NLGIA
1048
Nippon Life Global Investors Americas
New York
$17.9M
SPC
1049
Sigma Planning Corp
Michigan
$17.9M
NFG
1050
Nations Financial Group
Iowa
$17.9M