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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
SF
1476
Symphony Financial
Texas
$9.42M
SAM
1477
Sompo Asset Management
Japan
$9.4M
GFP
1478
Gryphon Financial Partners
Ohio
$9.39M
CF
1479
Concorde Financial
Texas
$9.38M
OFA
1480
Oak Family Advisors
Illinois
$9.38M
AC
1481
Addison Capital
Pennsylvania
$9.37M
ACM
1482
Argyle Capital Management
Pennsylvania
$9.37M
SACTSONJ
1483
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$9.37M
WE
1484
Wealth Effects
Massachusetts
$9.36M
BP
1485
BBR Partners
New York
$9.36M
HCM
1486
Hall Capital Management
Rhode Island
$9.36M
GBT
1487
Grove Bank & Trust
Florida
$9.35M
SQA
1488
Simon Quick Advisors
New Jersey
$9.34M
P
1489
Pitcairn
Pennsylvania
$9.33M
PWAM
1490
Private Wealth Asset Management
Iowa
$9.32M
AC
1491
Avestar Capital
New York
$9.29M
IIC
1492
Ironwood Investment Counsel
Arizona
$9.27M
PCM
1493
Patient Capital Management
Maryland
$9.27M
ANB
1494
Amarillo National Bank
Texas
$9.26M
RFWA
1495
RPg Family Wealth Advisory
Massachusetts
$9.25M
HKIM
1496
Hayek Kallen Investment Management
Alabama
$9.25M
MC
1497
Mirabaud & Cie
Switzerland
$9.24M
HAC
1498
Harbor Advisory Corp
New Hampshire
$9.24M
SIA
1499
SeaBridge Investment Advisors
New Jersey
$9.24M
GWANC
1500
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.23M