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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
ACGA
1151
Atlanta Consulting Group Advisors
Georgia
$15M
AAS
1152
Annex Advisory Services
Wisconsin
$14.9M
SCA
1153
Stokes Capital Advisors
South Carolina
$14.8M
CAC
1154
Core Alternative Capital
Georgia
$14.8M
CF
1155
Clarity Financial
Texas
$14.8M
BBL
1156
Beck Bode LLC
Massachusetts
$14.7M
PFA
1157
Pure Financial Advisors
California
$14.7M
JIP
1158
Jaffetilchin Investment Partners
Florida
$14.7M
CCC
1159
Cincinnati Casualty Company
Ohio
$14.7M
CSUI
1160
Cincinnati Specialty Underwriters Insurance
Ohio
$14.7M
BAM
1161
Belpointe Asset Management
Nevada
$14.7M
DSC
1162
Duncker Streett & Co
Missouri
$14.5M
CFSG
1163
Community Financial Services Group
Vermont
$14.5M
BFO
1164
Boston Family Office
Massachusetts
$14.5M
PTB
1165
Pioneer Trust Bank
Oregon
$14.5M
MAM
1166
Mystic Asset Management
Rhode Island
$14.4M
PAIM
1167
Punch & Associates Investment Management
Minnesota
$14.4M
CCM
1168
Canal Capital Management
Virginia
$14.4M
BPC
1169
Bearing Point Capital
Minnesota
$14.4M
TCBWMS
1170
Texas Capital Bank Wealth Management Services
Texas
$14.4M
SAM
1171
Smithbridge Asset Management
Pennsylvania
$14.4M
IIM
1172
Ipswich Investment Management
Massachusetts
$14.4M
FC
1173
Fulcrum Capital
Washington
$14.3M
FB
1174
Fulton Bank
Pennsylvania
$14.3M
RIA
1175
RPG Investment Advisory
California
$14.3M