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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
SAM
1176
Smithbridge Asset Management
Pennsylvania
$14.4M
IIM
1177
Ipswich Investment Management
Massachusetts
$14.4M
FC
1178
Fulcrum Capital
Washington
$14.3M
FB
1179
Fulton Bank
Pennsylvania
$14.3M
RIA
1180
RPG Investment Advisory
California
$14.3M
AIM
1181
Access Investment Management
Georgia
$14.3M
BMWM
1182
Brown Miller Wealth Management
Virginia
$14.3M
AA
1183
Apriem Advisors
California
$14.3M
LSA
1184
L & S Advisors
California
$14.3M
NEAM
1185
New England Asset Management
Connecticut
$14.3M
CBA
1186
Coastal Bridge Advisors
Connecticut
$14.2M
WCA
1187
Westover Capital Advisors
Delaware
$14.2M
SC
1188
Schulhoff & Co
Ohio
$14.2M
WPC
1189
Wedmont Private Capital
Pennsylvania
$14.2M
ACG
1190
Allen Capital Group
Nebraska
$14.2M
FMTC
1191
Farmers & Merchants Trust Company
California
$14.2M
1GI
1192
180 GPS Investments
$14.1M
BA
1193
Ballast Advisors
Minnesota
$14.1M
PMWMG
1194
Parr McKnight Wealth Management Group
Minnesota
$14M
MAM
1195
Mirabaud Asset Management
United Kingdom
$14M
KCPG
1196
Kavar Capital Partners Group
Kansas
$14M
TWM
1197
Trueblood Wealth Management
Ohio
$14M
BFS
1198
Bard Financial Services
Connecticut
$13.9M
NCM
1199
Nelson Capital Management
California
$13.9M
SAG
1200
SageView Advisory Group
California
$13.9M