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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
HCA
1226
Harbour Capital Advisors
Virginia
$13.1M
SAW
1227
Signal Advisors Wealth
Michigan
$13.1M
UAM
1228
Unison Asset Management
Florida
$13.1M
OFG
1229
Oxford Financial Group
Indiana
$13M
MPIM
1230
McGinn Penninger Investment Management
Virginia
$13M
PCA
1231
Providence Capital Advisors
North Carolina
$13M
BCM
1232
Barometer Capital Management
Ontario, Canada
$13M
RC
1233
RBF Capital
California
$12.9M
TL
1234
Tradewinds LLC
North Carolina
$12.9M
CWM
1235
Compass Wealth Management
Connecticut
$12.9M
CIM
1236
Contravisory Investment Management
Massachusetts
$12.9M
VA
1237
Valmark Advisers
Ohio
$12.9M
PWMAG
1238
Pinnacle Wealth Management Advisory Group
New Jersey
$12.8M
CWM
1239
Chronos Wealth Management
Florida
$12.8M
CNBTD
1240
Citizens National Bank Trust Department
Mississippi
$12.8M
IWA
1241
Icon Wealth Advisors
Texas
$12.7M
WIA
1242
Wetzel Investment Advisors
Indiana
$12.7M
LFG
1243
Larson Financial Group
Missouri
$12.7M
IIM
1244
Intact Investment Management
Quebec, Canada
$12.7M
LIM
1245
Lathrop Investment Management
Arkansas
$12.7M
CIC
1246
Chilton Investment Company
Connecticut
$12.6M
NS
1247
NBC Securities
Alabama
$12.6M
AWM
1248
Arista Wealth Management
Nevada
$12.6M
EFMC
1249
Empire Financial Management Company
New York
$12.6M
RAM
1250
Redmond Asset Management
Virginia
$12.6M