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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,102 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943911 (-32)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
911
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
RCAG
1376
Rehmann Capital Advisory Group
Michigan
$10.6M
OWP
1377
Obermeyer Wealth Partners
Colorado
$10.5M
PAM
1378
Pegasus Asset Management
New York
$10.5M
GAG
1379
GM Advisory Group
New York
$10.5M
SHA
1380
Seneca House Advisors
Virginia
$10.5M
1M
1381
1248 Management
Missouri
$10.5M
SP
1382
Stonebrook Private
Michigan
$10.5M
MNBTD
1383
Moody National Bank Trust Division
Texas
$10.5M
KIM
1384
Kestra Investment Management
Texas
$10.4M
CAAS
1385
Capital Asset Advisory Services
Michigan
$10.4M
EA
1386
Everpar Advisors
Oklahoma
$10.4M
AOWM
1387
Alpha Omega Wealth Management
Virginia
$10.4M
BFA
1388
Bill Few Associates
Pennsylvania
$10.4M
DAS
1389
Diversify Advisory Services
Utah
$10.4M
CW
1390
CreativeOne Wealth
Kansas
$10.3M
HCM
1391
Harvey Capital Management
Florida
$10.3M
BKA
1392
Brick & Kyle Associates
Pennsylvania
$10.3M
EL
1393
Essex LLC
Illinois
$10.3M
MG
1394
Marex Group
$10.2M
TAM
1395
Trust Asset Management
Texas
$10.2M
O
1396
Ossiam
France
$10.2M
BBA
1397
Baader Bank Aktiengesellschaft
Germany
$10.2M
CCT
1398
Chemung Canal Trust
New York
$10.2M
CD
1399
Chapin Davis
Maryland
$10.2M
FFN
1400
Focus Financial Network
Minnesota
$10.2M