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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
LIP
1151
Lighthouse Investment Partners
Florida
$15.1M
CIC
1152
Cutler Investment Counsel
Oregon
$15.1M
BAM
1153
Brave Asset Management
New Jersey
$15.1M
ACGA
1154
Atlanta Consulting Group Advisors
Georgia
$15M
PVI
1155
Pine Valley Investments
New Jersey
$15M
AAS
1156
Annex Advisory Services
Wisconsin
$14.9M
SCA
1157
Stokes Capital Advisors
South Carolina
$14.8M
CAC
1158
Core Alternative Capital
Georgia
$14.8M
CF
1159
Clarity Financial
Texas
$14.8M
BBL
1160
Beck Bode LLC
Massachusetts
$14.7M
PFA
1161
Pure Financial Advisors
California
$14.7M
JIP
1162
Jaffetilchin Investment Partners
Florida
$14.7M
CSUI
1163
Cincinnati Specialty Underwriters Insurance
Ohio
$14.7M
CCC
1164
Cincinnati Casualty Company
Ohio
$14.7M
BAM
1165
Belpointe Asset Management
Nevada
$14.7M
DSC
1166
Duncker Streett & Co
Missouri
$14.5M
AA
1167
Altrafin AG
$14.5M
CFSG
1168
Community Financial Services Group
Vermont
$14.5M
BFO
1169
Boston Family Office
Massachusetts
$14.5M
PTB
1170
Pioneer Trust Bank
Oregon
$14.5M
MAM
1171
Mystic Asset Management
Rhode Island
$14.4M
PAIM
1172
Punch & Associates Investment Management
Minnesota
$14.4M
CCM
1173
Canal Capital Management
Virginia
$14.4M
BPC
1174
Bearing Point Capital
Minnesota
$14.4M
TCBWMS
1175
Texas Capital Bank Wealth Management Services
Texas
$14.4M