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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
BSC
1401
Brown Shipley & Co
United Kingdom
$10.1M
BGC
1402
Beutel, Goodman & Co
Ontario, Canada
$10.1M
FSG
1403
Financial Strategies Group
Michigan
$10.1M
NG
1404
NatWest Group
United Kingdom
$10.1M
CSA
1405
Cottage Street Advisors
Massachusetts
$10.1M
LSPW
1406
Lake Street Private Wealth
Illinois
$10.1M
NAM
1407
NTV Asset Management
West Virginia
$10.1M
LG
1408
Leuthold Group
Minnesota
$10.1M
CBB
1409
Citizens Business Bank
California
$10.1M
RA
1410
RFG Advisory
Alabama
$10.1M
SB
1411
Strategic Blueprint
Georgia
$10M
WPIC
1412
White Pine Investment Company
Michigan
$10M
CAS
1413
Coppell Advisory Solutions
Texas
$10M
FIB
1414
First Interstate Bank
Montana
$9.99M
ADL
1415
Asset Dedication LLC
California
$9.98M
FBFS
1416
First Business Financial Services
Wisconsin
$9.96M
AFP
1417
Ausdal Financial Partners
Iowa
$9.94M
NW
1418
Naviter Wealth
Arkansas
$9.93M
CST
1419
Charles Schwab Trust
Nevada
$9.92M
WP
1420
WealthShield Partners
North Carolina
$9.91M
DWM
1421
Diversify Wealth Management
Utah
$9.91M
BFC
1422
Bedel Financial Consulting
Indiana
$9.9M
CCA
1423
Cooper Capital Advisors
California
$9.87M
PAM
1424
Paradigm Asset Management
New York
$9.87M
GSEP
1425
Golden State Equity Partners
California
$9.84M