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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
CICC
1376
Capital Investment Counsel (Colorado)
Colorado
$10.7M
IAS
1377
Insigneo Advisory Services
Florida
$10.7M
NHT
1378
New Hampshire Trust
New Hampshire
$10.6M
GCM
1379
Genus Capital Management
British Columbia, Canada
$10.6M
CWA
1380
Clarity Wealth Advisors
California
$10.6M
AWA
1381
Aaron Wealth Advisors
Illinois
$10.6M
BBWA
1382
Bell & Brown Wealth Advisors
California
$10.6M
RCAG
1383
Rehmann Capital Advisory Group
Michigan
$10.6M
OWP
1384
Obermeyer Wealth Partners
Colorado
$10.5M
PAM
1385
Pegasus Asset Management
New York
$10.5M
GAG
1386
GM Advisory Group
New York
$10.5M
SHA
1387
Seneca House Advisors
Virginia
$10.5M
1M
1388
1248 Management
Missouri
$10.5M
SP
1389
Stonebrook Private
Michigan
$10.5M
MNBTD
1390
Moody National Bank Trust Division
Texas
$10.5M
KIM
1391
Kestra Investment Management
Texas
$10.4M
CAAS
1392
Capital Asset Advisory Services
Michigan
$10.4M
EA
1393
Everpar Advisors
Oklahoma
$10.4M
AOWM
1394
Alpha Omega Wealth Management
Virginia
$10.4M
BFA
1395
Bill Few Associates
Pennsylvania
$10.4M
DAS
1396
Diversify Advisory Services
Utah
$10.4M
CW
1397
CreativeOne Wealth
Kansas
$10.3M
HCM
1398
Harvey Capital Management
Florida
$10.3M
BKA
1399
Brick & Kyle Associates
Pennsylvania
$10.3M
EL
1400
Essex LLC
Illinois
$10.3M