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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
LFG
1251
Larson Financial Group
Missouri
$12.7M
IIM
1252
Intact Investment Management
Quebec, Canada
$12.7M
LIM
1253
Lathrop Investment Management
Arkansas
$12.7M
CIC
1254
Chilton Investment Company
Connecticut
$12.6M
NS
1255
NBC Securities
Alabama
$12.6M
AWM
1256
Arista Wealth Management
Nevada
$12.6M
EFMC
1257
Empire Financial Management Company
New York
$12.6M
RAM
1258
Redmond Asset Management
Virginia
$12.6M
BFG
1259
Beacon Financial Group
Texas
$12.6M
WKWM
1260
Walter & Keenan Wealth Management
Indiana
$12.6M
PFBT
1261
Parkside Financial Bank & Trust
Missouri
$12.6M
BP
1262
Broadleaf Partners
Ohio
$12.5M
FWP
1263
FAS Wealth Partners
Kansas
$12.5M
CC
1264
Constitution Capital
Connecticut
$12.5M
CAG
1265
Csenge Advisory Group
Florida
$12.5M
AMM
1266
American Money Management
California
$12.5M
MFS
1267
Mirabella Financial Services
United Kingdom
$12.5M
WWM
1268
Western Wealth Management
Colorado
$12.5M
AG
1269
Advocate Group
Minnesota
$12.4M
CA
1270
Claro Advisors
Massachusetts
$12.4M
GWMIA
1271
Global Wealth Management Investment Advisory
Florida
$12.4M
SPG
1272
Strategic Planning Group
Utah
$12.4M
LT
1273
Legacy Trust
Michigan
$12.3M
GCA
1274
Greenwood Capital Associates
South Carolina
$12.3M
WCA
1275
Waratah Capital Advisors
Ontario, Canada
$12.3M