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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
ZCI
1501
Zevenbergen Capital Investments
Washington
$9.18M
HA
1502
Herold Advisors
New York
$9.15M
CA
1503
CoreCap Advisors
Michigan
$9.15M
SMI
1504
Shelter Mutual Insurance
Missouri
$9.15M
PFA
1505
Pathway Financial Advisers
Indiana
$9.14M
HLCM
1506
Hi-Line Capital Management
South Dakota
$9.13M
LDB
1507
Lee, Danner & Bass
Tennessee
$9.11M
GA
1508
GFS Advisors
Texas
$9.11M
TBT
1509
Texas Bank & Trust
Texas
$9.11M
HPIA
1510
Hamilton Point Investment Advisors
North Carolina
$9.1M
HFM
1511
Hartford Financial Management
Connecticut
$9.09M
MIP
1512
Marietta Investment Partners
Wisconsin
$9.08M
CNFG
1513
Creegan & Nassoura Financial Group
New Hampshire
$9.07M
PTP
1514
Platform Technology Partners
New York
$9.07M
NB
1515
Northwest Bancshares
Pennsylvania
$9.07M
AWM
1516
Angeles Wealth Management
California
$9.07M
IAIM
1517
International Assets Investment Management
Florida
$9.05M
EFG
1518
Everhart Financial Group
Ohio
$9.05M
PGWM
1519
Parisi Gray Wealth Management
New Jersey
$9.05M
HNW
1520
High Note Wealth
Minnesota
$9.04M
DFCM
1521
Dark Forest Capital Management
Puerto Rico
$9.04M
DWM
1522
Dynasty Wealth Management
Florida
$9.04M
LFA
1523
Lauterbach Financial Advisors
Texas
$9.03M
KA
1524
Klingman & Associates
New York
$9.02M
MSAM
1525
Moloney Securities Asset Management
Missouri
$9.01M