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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
CWS
1126
Confluence Wealth Services
Pennsylvania
$15.7M
DS
1127
DRW Securities
Illinois
$15.6M
MWM
1128
Marietta Wealth Management
Georgia
$15.6M
CM
1129
Cercano Management
Washington
$15.6M
KLCM
1130
KG&L Capital Management
Louisiana
$15.6M
WSC
1131
Wellington Shields & Co
New York
$15.6M
FHA
1132
Flagship Harbor Advisors
Massachusetts
$15.6M
OPW
1133
Osprey Private Wealth
New York
$15.4M
IA
1134
IFP Advisors
Florida
$15.4M
BIM
1135
Baldwin Investment Management
Pennsylvania
$15.4M
BTI
1136
Blue Trust Inc
Georgia
$15.3M
PCG
1137
Prosperity Consulting Group
Maryland
$15.3M
SAM
1138
Smartleaf Asset Management
Massachusetts
$15.3M
SFO
1139
Stokes Family Office
Louisiana
$15.3M
EFG
1140
Embree Financial Group
Illinois
$15.3M
SCP
1141
Shorepoint Capital Partners
Massachusetts
$15.3M
ACM
1142
Adalta Capital Management
New York
$15.2M
TCM
1143
Twin Capital Management
Pennsylvania
$15.2M
SFP
1144
Shepherd Financial Partners
Massachusetts
$15.2M
GIC
1145
Generali Investments CEE
Czech Republic
$15.2M
FCT
1146
Family Capital Trust
Massachusetts
$15.1M
Artisan Partners
1147
Artisan Partners
Wisconsin
$15.1M
LIP
1148
Lighthouse Investment Partners
Florida
$15.1M
CIC
1149
Cutler Investment Counsel
Oregon
$15.1M
BAM
1150
Brave Asset Management
New Jersey
$15.1M