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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
VST
1276
Van Strum & Towne
California
$12.2M
RFMS
1277
RWQ Financial Management Services
Florida
$12.2M
BPWM
1278
BCS Private Wealth Management
New Jersey
$12.2M
RSWM
1279
Robertson Stephens Wealth Management
California
$12.2M
HI
1280
Harbour Investments
Wisconsin
$12.2M
HWAM
1281
Hennion & Walsh Asset Management
New Jersey
$12.1M
WAS
1282
WESPAC Advisors SoCal
California
$12.1M
SNB
1283
Security National Bank
Nebraska
$12.1M
SP
1284
Stablepoint Partners
Massachusetts
$12.1M
ACM
1285
Alpha Capital Management
Texas
$12.1M
OSNBOA
1286
Old Second National Bank of Aurora
Illinois
$12.1M
AAMA
1287
Advanced Asset Management Advisors
Ohio
$12.1M
FFG
1288
Frisch Financial Group
New York
$12.1M
AF
1289
Apexium Financial
Texas
$12.1M
MBTD
1290
Mechanics Bank - Trust Department
California
$12M
CIC
1291
Concord Investment Counsel
California
$12M
FAM
1292
Fulcrum Asset Management
United Kingdom
$12M
CWM
1293
Chemistry Wealth Management
New York
$11.9M
CT
1294
Chicago Trust
Illinois
$11.9M
PTC
1295
Private Trust Company
Ohio
$11.9M
OCAM
1296
Onex Canada Asset Management
Ontario, Canada
$11.9M
GLLW
1297
Graves Light Lenhart Wealth
Virginia
$11.9M
WTFG
1298
Wells Trecaso Financial Group
Ohio
$11.9M
EARNEST Partners
1299
EARNEST Partners
Georgia
$11.8M
DIP
1300
DT Investment Partners
Pennsylvania
$11.8M