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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
SC
1051
Stolper & Co
Oklahoma
$17.7M
FNA
1052
First National Advisers
Nebraska
$17.7M
RCM
1053
Radnor Capital Management
Pennsylvania
$17.7M
VM
1054
Venator Management
Pennsylvania
$17.7M
NM
1055
NWI Management
New York
$17.7M
WAP
1056
Wealthcare Advisory Partners
Pennsylvania
$17.7M
BPC
1057
Banque Pictet & Cie
Switzerland
$17.7M
PA
1058
Perennial Advisors
New York
$17.6M
MYIA
1059
Mount Yale Investment Advisors
Colorado
$17.6M
MFG
1060
Magnus Financial Group
New York
$17.6M
LCM
1061
LVM Capital Management
Michigan
$17.6M
VWA
1062
Visionary Wealth Advisors
Illinois
$17.6M
GFG
1063
Greystone Financial Group
Michigan
$17.6M
JPWM
1064
Jamison Private Wealth Management
Georgia
$17.6M
CFA
1065
Capstone Financial Advisors
Illinois
$17.5M
ANBT
1066
American National Bank & Trust
Texas
$17.5M
GH
1067
GAM Holding
Switzerland
$17.5M
VHAM
1068
Van Hulzen Asset Management
California
$17.4M
BEAM
1069
Baker Ellis Asset Management
Washington
$17.3M
KCG
1070
Kinsale Capital Group
Virginia
$17.3M
MCM
1071
Mengis Capital Management
Oregon
$17.3M
HIA
1072
Harbor Investment Advisory
Maryland
$17.3M
CBOR
1073
Community Bank of Raymore
Missouri
$17.2M
CCS
1074
Concentric Capital Strategies
Connecticut
$17.1M
JFGIW
1075
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17M