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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
SCP
1351
Sandhill Capital Partners
New York
$11M
JF
1352
Jump Financial
Illinois
$11M
EM
1353
Excalibur Management
Massachusetts
$11M
SFI
1354
SPC Financial Inc
Maryland
$11M
BL
1355
BCWM LLC
Kansas
$11M
SW
1356
Simplicity Wealth
New Jersey
$10.9M
BRM
1357
Boston Research & Management
Massachusetts
$10.9M
AF
1358
Advisornet Financial
Minnesota
$10.9M
TPA
1359
Trivium Point Advisory
Connecticut
$10.9M
HCM
1360
Hodges Capital Management
Texas
$10.8M
BA
1361
Bristlecone Advisors
Washington
$10.8M
CAM
1362
Columbia Asset Management
Michigan
$10.8M
GM
1363
GeoWealth Management
Illinois
$10.8M
CWP
1364
CFM Wealth Partners
Texas
$10.8M
RWM
1365
Rockline Wealth Management
New York
$10.8M
LFA
1366
Legacy Financial Advisors
Kentucky
$10.8M
EWA
1367
EverSource Wealth Advisors
Alabama
$10.8M
ST
1368
Somerset Trust
Pennsylvania
$10.8M
FCMT
1369
Founders Capital Management (Texas)
Texas
$10.8M
NP
1370
Nilsine Partners
Colorado
$10.8M
CCAM
1371
Codex Capital Asset Management
Texas
$10.8M
AC
1372
Arrow Capital
Australia
$10.7M
PTC
1373
Philadelphia Trust Company
Pennsylvania
$10.7M
NF
1374
Nikulski Financial
Iowa
$10.7M
WBC
1375
West Branch Capital
Massachusetts
$10.7M