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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
WBWA
1451
William B. Walkup & Associates
South Carolina
$9.64M
AFM
1452
Abbot Financial Management
Massachusetts
$9.63M
MLIC
1453
Mandatum Life Insurance Company
Finland
$9.62M
HEIP
1454
Hudson Edge Investment Partners
New Jersey
$9.62M
CCA
1455
Checchi Capital Advisers
California
$9.62M
EWA
1456
Exencial Wealth Advisors
Oklahoma
$9.6M
CIP
1457
Capital Insight Partners
Arizona
$9.6M
MSA
1458
Marino Stram & Associates
Massachusetts
$9.59M
SAM
1459
Shell Asset Management
Netherlands
$9.57M
MFG
1460
MidWestOne Financial Group
Iowa
$9.56M
SIA
1461
Soltis Investment Advisors
Utah
$9.55M
HZ
1462
Hixon Zuercher
Ohio
$9.55M
DA
1463
DCM Advisors
New York
$9.54M
UHC
1464
Union Heritage Capital
Michigan
$9.53M
PFM
1465
Phillips Financial Management
Indiana
$9.52M
BA
1466
Baugh & Associates
Georgia
$9.52M
SI
1467
Sava Infond
Slovenia
$9.52M
William Blair Investment Management
1468
William Blair Investment Management
Illinois
$9.5M
PG
1469
Patten Group
Tennessee
$9.49M
AH
1470
Allen Holding
New York
$9.46M
AIP
1471
Ameritas Investment Partners
Nebraska
$9.44M
RFN
1472
RDA Financial Network
Iowa
$9.44M
HWA
1473
HCR Wealth Advisors
California
$9.43M
GLR
1474
Great Lakes Retirement
Ohio
$9.42M
RMSCM
1475
R.M. Sincerbeaux Capital Management
New York
$9.42M