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JPMorgan Chase

4,684 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, 1,916 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
4,684
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
AA
1176
Apriem Advisors
California
$14.3M
LSA
1177
L & S Advisors
California
$14.3M
NEAM
1178
New England Asset Management
Connecticut
$14.3M
CBA
1179
Coastal Bridge Advisors
Connecticut
$14.2M
WCA
1180
Westover Capital Advisors
Delaware
$14.2M
SC
1181
Schulhoff & Co
Ohio
$14.2M
WPC
1182
Wedmont Private Capital
Pennsylvania
$14.2M
ACG
1183
Allen Capital Group
Nebraska
$14.2M
FMTC
1184
Farmers & Merchants Trust Company
California
$14.2M
1GI
1185
180 GPS Investments
$14.1M
BA
1186
Ballast Advisors
Minnesota
$14.1M
PMWMG
1187
Parr McKnight Wealth Management Group
Minnesota
$14M
MAM
1188
Mirabaud Asset Management
United Kingdom
$14M
KCPG
1189
Kavar Capital Partners Group
Kansas
$14M
TWM
1190
Trueblood Wealth Management
Ohio
$14M
BFS
1191
Bard Financial Services
Connecticut
$13.9M
NCM
1192
Nelson Capital Management
California
$13.9M
SAG
1193
SageView Advisory Group
California
$13.9M
KWA
1194
Kingswood Wealth Advisors
California
$13.9M
LIP
1195
Liontrust Investment Partners
United Kingdom
$13.9M
SCM
1196
Shelton Capital Management
Colorado
$13.8M
CHC
1197
City Holding Co
West Virginia
$13.8M
IB
1198
Intrust Bank
Kansas
$13.8M
PAMG
1199
Patton Albertson Miller Group
Tennessee
$13.8M
ERWM
1200
Elk River Wealth Management
Colorado
$13.8M