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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
PG
1476
Patten Group
Tennessee
$9.49M
AH
1477
Allen Holding
New York
$9.46M
AIP
1478
Ameritas Investment Partners
Nebraska
$9.44M
RFN
1479
RDA Financial Network
Iowa
$9.44M
HWA
1480
HCR Wealth Advisors
California
$9.43M
GLR
1481
Great Lakes Retirement
Ohio
$9.42M
RMSCM
1482
R.M. Sincerbeaux Capital Management
New York
$9.42M
SF
1483
Symphony Financial
Texas
$9.42M
SAM
1484
Sompo Asset Management
Japan
$9.4M
GFP
1485
Gryphon Financial Partners
Ohio
$9.39M
CF
1486
Concorde Financial
Texas
$9.38M
OFA
1487
Oak Family Advisors
Illinois
$9.38M
AC
1488
Addison Capital
Pennsylvania
$9.37M
ACM
1489
Argyle Capital Management
Pennsylvania
$9.37M
SACTSONJ
1490
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$9.37M
WE
1491
Wealth Effects
Massachusetts
$9.36M
BP
1492
BBR Partners
New York
$9.36M
HCM
1493
Hall Capital Management
Rhode Island
$9.36M
GBT
1494
Grove Bank & Trust
Florida
$9.35M
SQA
1495
Simon Quick Advisors
New Jersey
$9.34M
P
1496
Pitcairn
Pennsylvania
$9.33M
PWAM
1497
Private Wealth Asset Management
Iowa
$9.32M
AC
1498
Avestar Capital
New York
$9.29M
IIC
1499
Ironwood Investment Counsel
Arizona
$9.27M
PCM
1500
Patient Capital Management
Maryland
$9.27M