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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
DIM
1451
DLK Investment Management
California
$9.71M
WWA
1452
WCG Wealth Advisors
Nevada
$9.7M
MMPW
1453
Mitchell McLeod Pugh & Williams
Alabama
$9.7M
OAM
1454
Occidental Asset Management
California
$9.69M
ITC
1455
Inspire Trust Company
Nevada
$9.68M
SCM
1456
Summerhill Capital Management
Ontario, Canada
$9.68M
MCCP
1457
Mission Creek Capital Partners
California
$9.64M
WBWA
1458
William B. Walkup & Associates
South Carolina
$9.64M
AFM
1459
Abbot Financial Management
Massachusetts
$9.63M
MLIC
1460
Mandatum Life Insurance Company
Finland
$9.62M
HEIP
1461
Hudson Edge Investment Partners
New Jersey
$9.62M
CCA
1462
Checchi Capital Advisers
California
$9.62M
EWA
1463
Exencial Wealth Advisors
Oklahoma
$9.6M
CIP
1464
Capital Insight Partners
Arizona
$9.6M
MSA
1465
Marino Stram & Associates
Massachusetts
$9.59M
SAM
1466
Shell Asset Management
Netherlands
$9.57M
MFG
1467
MidWestOne Financial Group
Iowa
$9.56M
SIA
1468
Soltis Investment Advisors
Utah
$9.55M
HZ
1469
Hixon Zuercher
Ohio
$9.55M
DA
1470
DCM Advisors
New York
$9.54M
UHC
1471
Union Heritage Capital
Michigan
$9.53M
PFM
1472
Phillips Financial Management
Indiana
$9.52M
BA
1473
Baugh & Associates
Georgia
$9.52M
SI
1474
Sava Infond
Slovenia
$9.52M
William Blair Investment Management
1475
William Blair Investment Management
Illinois
$9.5M