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