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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
PIM
1026
Plato Investment Management
Australia
$18.6M
FBB
1027
Fulton Breakefield Broenniman
Maryland
$18.5M
BWM
1028
Buckley Wealth Management
Nevada
$18.4M
FRA
1029
Frank Rimerman Advisors
California
$18.3M
NSEDCP
1030
NJ State Employees Deferred Compensation Plan
New Jersey
$18.3M
FP
1031
FFG Partners
Florida
$18.3M
DAC
1032
Dividend Assets Capital
South Carolina
$18.3M
TCM
1033
Traynor Capital Management
Pennsylvania
$18.3M
CCB
1034
Country Club Bank
Missouri
$18.3M
ET
1035
Equitable Trust
Tennessee
$18.3M
SDIC
1036
South Dakota Investment Council
South Dakota
$18.3M
TRCT
1037
Tower Research Capital (TRC)
New York
$18.3M
MCP
1038
Mirador Capital Partners
California
$18.1M
SFO
1039
Stenger Family Office
Illinois
$18.1M
JIC
1040
Joel Isaacson & Co
New York
$18.1M
IPW
1041
Invictus Private Wealth
Colorado
$18.1M
SA
1042
SRH Advisors
Kansas
$18M
NLP
1043
Next Level Private
New York
$18M
HCA
1044
Harbor Capital Advisors
Illinois
$18M
HBT
1045
Hills Bank & Trust
Iowa
$18M
LWANC
1046
Laurel Wealth Advisors (North Carolina)
North Carolina
$18M
HFS
1047
Haverford Financial Services
Pennsylvania
$18M
III
1048
Independent Investors Inc
New York
$17.9M
NLGIA
1049
Nippon Life Global Investors Americas
New York
$17.9M
SPC
1050
Sigma Planning Corp
Michigan
$17.9M