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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
AAS
1151
Annex Advisory Services
Wisconsin
$14.9M
SCA
1152
Stokes Capital Advisors
South Carolina
$14.8M
CAC
1153
Core Alternative Capital
Georgia
$14.8M
CF
1154
Clarity Financial
Texas
$14.8M
BBL
1155
Beck Bode LLC
Massachusetts
$14.7M
PFA
1156
Pure Financial Advisors
California
$14.7M
JIP
1157
Jaffetilchin Investment Partners
Florida
$14.7M
CCC
1158
Cincinnati Casualty Company
Ohio
$14.7M
CSUI
1159
Cincinnati Specialty Underwriters Insurance
Ohio
$14.7M
BAM
1160
Belpointe Asset Management
Nevada
$14.7M
DSC
1161
Duncker Streett & Co
Missouri
$14.5M
CFSG
1162
Community Financial Services Group
Vermont
$14.5M
BFO
1163
Boston Family Office
Massachusetts
$14.5M
PTB
1164
Pioneer Trust Bank
Oregon
$14.5M
MAM
1165
Mystic Asset Management
Rhode Island
$14.4M
PAIM
1166
Punch & Associates Investment Management
Minnesota
$14.4M
BPC
1167
Bearing Point Capital
Minnesota
$14.4M
TCBWMS
1168
Texas Capital Bank Wealth Management Services
Texas
$14.4M
SAM
1169
Smithbridge Asset Management
Pennsylvania
$14.4M
IIM
1170
Ipswich Investment Management
Massachusetts
$14.4M
FC
1171
Fulcrum Capital
Washington
$14.3M
FB
1172
Fulton Bank
Pennsylvania
$14.3M
RIA
1173
RPG Investment Advisory
California
$14.3M
AIM
1174
Access Investment Management
Georgia
$14.3M
BMWM
1175
Brown Miller Wealth Management
Virginia
$14.3M