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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
BOH
1326
Bank of Hawaii
Hawaii
$11.5M
TNBTD
1327
Trustmark National Bank Trust Department
Mississippi
$11.5M
RWB
1328
RMR Wealth Builders
New Jersey
$11.5M
WIM
1329
WealthPlan Investment Management
Nebraska
$11.4M
BFC
1330
Blue Fin Capital
Rhode Island
$11.4M
AWM
1331
Avior Wealth Management
Nebraska
$11.3M
SIG
1332
Sargent Investment Group
Maryland
$11.3M
WAS
1333
Wealth Advisory Solutions
Indiana
$11.3M
HCM
1334
Howland Capital Management
Massachusetts
$11.3M
JSW
1335
Journey Strategic Wealth
New Jersey
$11.3M
AWM
1336
Accurate Wealth Management
Florida
$11.2M
QI
1337
Qtron Investments
Massachusetts
$11.2M
HW
1338
HORAN Wealth
Ohio
$11.2M
GFA
1339
Gifford Fong Associates
California
$11.1M
MA
1340
McBroom & Associates
Nevada
$11.1M
WAM
1341
Werlinich Asset Management
Connecticut
$11.1M
ALC
1342
Alexander Labrunerie & Co
Missouri
$11.1M
RCA
1343
Resonant Capital Advisors
Wisconsin
$11.1M
P
1344
Paradiem
Louisiana
$11.1M
HCM
1345
Hilton Capital Management
New York
$11.1M
BWL
1346
Bogart Wealth LLC
Virginia
$11.1M
Koshinski Asset Management
1347
Koshinski Asset Management
Illinois
$11.1M
SAI
1348
Savvy Advisors Inc
New York
$11M
BB
1349
Berkshire Bank
Massachusetts
$11M
AAM
1350
Augustine Asset Management
Florida
$11M