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