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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
NFG
1051
Nations Financial Group
Iowa
$17.9M
SC
1052
Stolper & Co
Oklahoma
$17.7M
FNA
1053
First National Advisers
Nebraska
$17.7M
RCM
1054
Radnor Capital Management
Pennsylvania
$17.7M
VM
1055
Venator Management
Pennsylvania
$17.7M
NM
1056
NWI Management
New York
$17.7M
WAP
1057
Wealthcare Advisory Partners
Pennsylvania
$17.7M
BPC
1058
Banque Pictet & Cie
Switzerland
$17.7M
PA
1059
Perennial Advisors
New York
$17.6M
MYIA
1060
Mount Yale Investment Advisors
Colorado
$17.6M
MFG
1061
Magnus Financial Group
New York
$17.6M
LCM
1062
LVM Capital Management
Michigan
$17.6M
VWA
1063
Visionary Wealth Advisors
Illinois
$17.6M
GFG
1064
Greystone Financial Group
Michigan
$17.6M
JPWM
1065
Jamison Private Wealth Management
Georgia
$17.6M
CFA
1066
Capstone Financial Advisors
Illinois
$17.5M
ANBT
1067
American National Bank & Trust
Texas
$17.5M
GH
1068
GAM Holding
Switzerland
$17.5M
VHAM
1069
Van Hulzen Asset Management
California
$17.4M
BEAM
1070
Baker Ellis Asset Management
Washington
$17.3M
KCG
1071
Kinsale Capital Group
Virginia
$17.3M
MCM
1072
Mengis Capital Management
Oregon
$17.3M
HIA
1073
Harbor Investment Advisory
Maryland
$17.3M
CBOR
1074
Community Bank of Raymore
Missouri
$17.2M
CCS
1075
Concentric Capital Strategies
Connecticut
$17.1M