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JPMorgan Chase

4,681 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, 1,913 increasing their positions, 2,092 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:

1.08% less ownership

Funds ownership: 72.1%71.02% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 940909 (-31)

12% less call options, than puts

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

Holders
4,681
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
BWM
1026
Buckley Wealth Management
Nevada
$18.4M
FRA
1027
Frank Rimerman Advisors
California
$18.3M
NSEDCP
1028
NJ State Employees Deferred Compensation Plan
New Jersey
$18.3M
FP
1029
FFG Partners
Florida
$18.3M
DAC
1030
Dividend Assets Capital
South Carolina
$18.3M
TCM
1031
Traynor Capital Management
Pennsylvania
$18.3M
CCB
1032
Country Club Bank
Missouri
$18.3M
ET
1033
Equitable Trust
Tennessee
$18.3M
SDIC
1034
South Dakota Investment Council
South Dakota
$18.3M
TRCT
1035
Tower Research Capital (TRC)
New York
$18.3M
MCP
1036
Mirador Capital Partners
California
$18.1M
SFO
1037
Stenger Family Office
Illinois
$18.1M
JIC
1038
Joel Isaacson & Co
New York
$18.1M
IPW
1039
Invictus Private Wealth
Colorado
$18.1M
SA
1040
SRH Advisors
Kansas
$18M
NLP
1041
Next Level Private
New York
$18M
HCA
1042
Harbor Capital Advisors
Illinois
$18M
HBT
1043
Hills Bank & Trust
Iowa
$18M
LWANC
1044
Laurel Wealth Advisors (North Carolina)
North Carolina
$18M
HFS
1045
Haverford Financial Services
Pennsylvania
$18M
III
1046
Independent Investors Inc
New York
$17.9M
NLGIA
1047
Nippon Life Global Investors Americas
New York
$17.9M
SPC
1048
Sigma Planning Corp
Michigan
$17.9M
NFG
1049
Nations Financial Group
Iowa
$17.9M
SC
1050
Stolper & Co
Oklahoma
$17.7M