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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
III
1051
Independent Investors Inc
New York
$17.9M
NLGIA
1052
Nippon Life Global Investors Americas
New York
$17.9M
SPC
1053
Sigma Planning Corp
Michigan
$17.9M
NFG
1054
Nations Financial Group
Iowa
$17.9M
SC
1055
Stolper & Co
Oklahoma
$17.7M
FNA
1056
First National Advisers
Nebraska
$17.7M
RCM
1057
Radnor Capital Management
Pennsylvania
$17.7M
VM
1058
Venator Management
Pennsylvania
$17.7M
NM
1059
NWI Management
New York
$17.7M
WAP
1060
Wealthcare Advisory Partners
Pennsylvania
$17.7M
BPC
1061
Banque Pictet & Cie
Switzerland
$17.7M
PA
1062
Perennial Advisors
New York
$17.6M
MYIA
1063
Mount Yale Investment Advisors
Colorado
$17.6M
MFG
1064
Magnus Financial Group
New York
$17.6M
LCM
1065
LVM Capital Management
Michigan
$17.6M
VWA
1066
Visionary Wealth Advisors
Illinois
$17.6M
GFG
1067
Greystone Financial Group
Michigan
$17.6M
JPWM
1068
Jamison Private Wealth Management
Georgia
$17.6M
CFA
1069
Capstone Financial Advisors
Illinois
$17.5M
ANBT
1070
American National Bank & Trust
Texas
$17.5M
GH
1071
GAM Holding
Switzerland
$17.5M
VHAM
1072
Van Hulzen Asset Management
California
$17.4M
BEAM
1073
Baker Ellis Asset Management
Washington
$17.3M
KCG
1074
Kinsale Capital Group
Virginia
$17.3M
MCM
1075
Mengis Capital Management
Oregon
$17.3M