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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
PAMG
1201
Patton Albertson Miller Group
Tennessee
$13.8M
ERWM
1202
Elk River Wealth Management
Colorado
$13.8M
SC
1203
Syon Capital
California
$13.7M
JCM
1204
Jacobi Capital Management
Pennsylvania
$13.7M
RFA
1205
Rollins Financial Advisors
New York
$13.7M
PI
1206
Pettee Investors
Connecticut
$13.7M
PL
1207
Parthenon LLC
Kentucky
$13.7M
PT
1208
Plimoth Trust
Massachusetts
$13.7M
TIM
1209
Thompson Investment Management
Wisconsin
$13.6M
BSB
1210
Bangor Savings Bank
Maine
$13.6M
XF
1211
XML Financial
Maryland
$13.5M
CI
1212
CX Institutional
Indiana
$13.5M
PAG
1213
Private Advisory Group
Washington
$13.5M
XWM
1214
Xcel Wealth Management
Florida
$13.5M
SFG
1215
SevenBridge Financial Group
Pennsylvania
$13.5M
KA
1216
Kintegral Advisory
New York
$13.5M
BA
1217
Bridgewater Advisors
New York
$13.4M
TAM
1218
Townsend Asset Management
North Carolina
$13.4M
FWTB
1219
First Western Trust Bank
Colorado
$13.4M
PA
1220
Profund Advisors
Maryland
$13.4M
RFM
1221
Royal Fund Management
Florida
$13.3M
PPW
1222
Parcion Private Wealth
Washington
$13.3M
CCM
1223
Coerente Capital Management
Ontario, Canada
$13.3M
NA
1224
Nordwand Advisors
Pennsylvania
$13.3M
APSI
1225
Asset Planning Services Inc
Louisiana
$13.3M