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JPMorgan Chase

4,683 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, 2,094 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
4,683
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
DS
1126
DRW Securities
Illinois
$15.6M
MWM
1127
Marietta Wealth Management
Georgia
$15.6M
CM
1128
Cercano Management
Washington
$15.6M
KLCM
1129
KG&L Capital Management
Louisiana
$15.6M
WSC
1130
Wellington Shields & Co
New York
$15.6M
FHA
1131
Flagship Harbor Advisors
Massachusetts
$15.6M
OPW
1132
Osprey Private Wealth
New York
$15.4M
IA
1133
IFP Advisors
Florida
$15.4M
BIM
1134
Baldwin Investment Management
Pennsylvania
$15.4M
BTI
1135
Blue Trust Inc
Georgia
$15.3M
PCG
1136
Prosperity Consulting Group
Maryland
$15.3M
SAM
1137
Smartleaf Asset Management
Massachusetts
$15.3M
SFO
1138
Stokes Family Office
Louisiana
$15.3M
EFG
1139
Embree Financial Group
Illinois
$15.3M
SCP
1140
Shorepoint Capital Partners
Massachusetts
$15.3M
ACM
1141
Adalta Capital Management
New York
$15.2M
TCM
1142
Twin Capital Management
Pennsylvania
$15.2M
SFP
1143
Shepherd Financial Partners
Massachusetts
$15.2M
GIC
1144
Generali Investments CEE
Czech Republic
$15.2M
FCT
1145
Family Capital Trust
Massachusetts
$15.1M
Artisan Partners
1146
Artisan Partners
Wisconsin
$15.1M
LIP
1147
Lighthouse Investment Partners
Florida
$15.1M
CIC
1148
Cutler Investment Counsel
Oregon
$15.1M
BAM
1149
Brave Asset Management
New Jersey
$15.1M
ACGA
1150
Atlanta Consulting Group Advisors
Georgia
$15M