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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
PAM
1376
Pegasus Asset Management
New York
$10.5M
GAG
1377
GM Advisory Group
New York
$10.5M
SHA
1378
Seneca House Advisors
Virginia
$10.5M
1M
1379
1248 Management
Missouri
$10.5M
SP
1380
Stonebrook Private
Michigan
$10.5M
MNBTD
1381
Moody National Bank Trust Division
Texas
$10.5M
KIM
1382
Kestra Investment Management
Texas
$10.4M
CAAS
1383
Capital Asset Advisory Services
Michigan
$10.4M
EA
1384
Everpar Advisors
Oklahoma
$10.4M
AOWM
1385
Alpha Omega Wealth Management
Virginia
$10.4M
BFA
1386
Bill Few Associates
Pennsylvania
$10.4M
DAS
1387
Diversify Advisory Services
Utah
$10.4M
CW
1388
CreativeOne Wealth
Kansas
$10.3M
HCM
1389
Harvey Capital Management
Florida
$10.3M
BKA
1390
Brick & Kyle Associates
Pennsylvania
$10.3M
EL
1391
Essex LLC
Illinois
$10.3M
MG
1392
Marex Group
$10.2M
TAM
1393
Trust Asset Management
Texas
$10.2M
O
1394
Ossiam
France
$10.2M
BBA
1395
Baader Bank Aktiengesellschaft
Germany
$10.2M
CCT
1396
Chemung Canal Trust
New York
$10.2M
CD
1397
Chapin Davis
Maryland
$10.2M
FFN
1398
Focus Financial Network
Minnesota
$10.2M
AC
1399
Arjuna Capital
North Carolina
$10.2M
CIA
1400
Covington Investment Advisors
Pennsylvania
$10.2M