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JPMorgan Chase

4,682 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, 1,915 increasing their positions, 2,093 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
4,682
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
LFM
1076
LGT Fund Management
Liechtenstein
$17M
LA
1077
Lynch & Associates
Indiana
$17M
MPM
1078
Meritage Portfolio Management
Kansas
$17M
VAS
1079
Vestmark Advisory Solutions
Massachusetts
$17M
FM
1080
Foster & Motley
Ohio
$17M
CCFCSB
1081
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M
VAS
1082
Valicenti Advisory Services
New York
$16.9M
SWA
1083
Stratos Wealth Advisors
Ohio
$16.8M
SMA
1084
Sage Mountain Advisors
Georgia
$16.8M
CM
1085
Castleark Management
Illinois
$16.8M
TFA
1086
Teamwork Financial Advisors
Texas
$16.8M
SIM
1087
Stratos Investment Management
Ohio
$16.8M
AWCI
1088
Alpine Woods Capital Investors
New York
$16.8M
ECM
1089
EagleClaw Capital Management
Massachusetts
$16.8M
CT
1090
Colonial Trust
South Carolina
$16.7M
CCP
1091
Clough Capital Partners
Massachusetts
$16.6M
PA
1092
PFG Advisors
Arizona
$16.6M
HIP
1093
Harrell Investment Partners
Texas
$16.6M
OL
1094
one8zero8 LLC
North Carolina
$16.6M
BWS
1095
Buck Wealth Strategies
Colorado
$16.6M
CB
1096
Cadence Bank
Mississippi
$16.6M
SIC
1097
Sigma Investment Counselors
Michigan
$16.6M
EAMA
1098
EFG Asset Management (Americas)
Florida
$16.5M
SWP
1099
Strategic Wealth Partners
Ohio
$16.5M
HH
1100
HWG Holdings
Texas
$16.5M