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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
PAM
1426
Paradigm Asset Management
New York
$9.87M
GSEP
1427
Golden State Equity Partners
California
$9.84M
MA
1428
MSA Advisors
California
$9.84M
EGA
1429
E&G Advisors
Texas
$9.81M
FMB
1430
Field & Main Bank
Kentucky
$9.81M
RA
1431
Ransom Advisory
Rhode Island
$9.8M
UWM
1432
Udine Wealth Management
Florida
$9.8M
HWMO
1433
Heritage Wealth Management (Ohio)
Ohio
$9.8M
SSW
1434
Stone Summit Wealth
Florida
$9.78M
HI
1435
Hoey Investments
Pennsylvania
$9.78M
ICP
1436
Ironvine Capital Partners
Nebraska
$9.77M
MP
1437
McDonald Partners
Ohio
$9.76M
ITIM
1438
Indiana Trust & Investment Management
Indiana
$9.76M
ST
1439
Sentinel Trust
Texas
$9.74M
OL
1440
Owen LaRue
Kentucky
$9.74M
WTA
1441
Washington Trust Advisors
Massachusetts
$9.74M
MYLI
1442
Meiji Yasuda Life Insurance
Japan
$9.72M
GIA
1443
Guyasuta Investment Advisors
Pennsylvania
$9.72M
DIM
1444
DLK Investment Management
California
$9.71M
WWA
1445
WCG Wealth Advisors
Nevada
$9.7M
MMPW
1446
Mitchell McLeod Pugh & Williams
Alabama
$9.7M
OAM
1447
Occidental Asset Management
California
$9.69M
ITC
1448
Inspire Trust Company
Nevada
$9.68M
SCM
1449
Summerhill Capital Management
Ontario, Canada
$9.68M
MCCP
1450
Mission Creek Capital Partners
California
$9.64M