JPM icon

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
KWA
1201
Kingswood Wealth Advisors
California
$13.9M
LIP
1202
Liontrust Investment Partners
United Kingdom
$13.9M
SCM
1203
Shelton Capital Management
Colorado
$13.8M
CHC
1204
City Holding Co
West Virginia
$13.8M
IB
1205
Intrust Bank
Kansas
$13.8M
PAMG
1206
Patton Albertson Miller Group
Tennessee
$13.8M
ERWM
1207
Elk River Wealth Management
Colorado
$13.8M
SC
1208
Syon Capital
California
$13.7M
JCM
1209
Jacobi Capital Management
Pennsylvania
$13.7M
RFA
1210
Rollins Financial Advisors
New York
$13.7M
PI
1211
Pettee Investors
Connecticut
$13.7M
PL
1212
Parthenon LLC
Kentucky
$13.7M
PT
1213
Plimoth Trust
Massachusetts
$13.7M
TIM
1214
Thompson Investment Management
Wisconsin
$13.6M
BSB
1215
Bangor Savings Bank
Maine
$13.6M
XF
1216
XML Financial
Maryland
$13.5M
CI
1217
CX Institutional
Indiana
$13.5M
PAG
1218
Private Advisory Group
Washington
$13.5M
XWM
1219
Xcel Wealth Management
Florida
$13.5M
SFG
1220
SevenBridge Financial Group
Pennsylvania
$13.5M
KA
1221
Kintegral Advisory
New York
$13.5M
BA
1222
Bridgewater Advisors
New York
$13.4M
TAM
1223
Townsend Asset Management
North Carolina
$13.4M
FWTB
1224
First Western Trust Bank
Colorado
$13.4M
PA
1225
Profund Advisors
Maryland
$13.4M