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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
BCCM
1276
Bridge Creek Capital Management
Massachusetts
$12.3M
BCPWM
1277
Bradley & Co Private Wealth Management
Florida
$12.3M
VFM
1278
Viking Fund Management
North Dakota
$12.3M
AWA
1279
Arete Wealth Advisors
Illinois
$12.3M
TIP
1280
Torray Investment Partners
Maryland
$12.3M
FC
1281
Fusion Capital
South Carolina
$12.2M
SA
1282
Strategic Advisors
New York
$12.2M
LSWM
1283
Lorne Steinberg Wealth Management
Canada
$12.2M
VST
1284
Van Strum & Towne
California
$12.2M
RFMS
1285
RWQ Financial Management Services
Florida
$12.2M
BPWM
1286
BCS Private Wealth Management
New Jersey
$12.2M
RSWM
1287
Robertson Stephens Wealth Management
California
$12.2M
HI
1288
Harbour Investments
Wisconsin
$12.2M
HWAM
1289
Hennion & Walsh Asset Management
New Jersey
$12.1M
WAS
1290
WESPAC Advisors SoCal
California
$12.1M
SNB
1291
Security National Bank
Nebraska
$12.1M
SP
1292
Stablepoint Partners
Massachusetts
$12.1M
ACM
1293
Alpha Capital Management
Texas
$12.1M
OSNBOA
1294
Old Second National Bank of Aurora
Illinois
$12.1M
AAMA
1295
Advanced Asset Management Advisors
Ohio
$12.1M
FFG
1296
Frisch Financial Group
New York
$12.1M
AF
1297
Apexium Financial
Texas
$12.1M
LSA
1298
Leonteq Securities AG
Switzerland
$12M
MBTD
1299
Mechanics Bank - Trust Department
California
$12M
CIC
1300
Concord Investment Counsel
California
$12M