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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
ANB
1501
Amarillo National Bank
Texas
$9.26M
RFWA
1502
RPg Family Wealth Advisory
Massachusetts
$9.25M
HKIM
1503
Hayek Kallen Investment Management
Alabama
$9.25M
MC
1504
Mirabaud & Cie
Switzerland
$9.24M
HAC
1505
Harbor Advisory Corp
New Hampshire
$9.24M
SIA
1506
SeaBridge Investment Advisors
New Jersey
$9.24M
GWANC
1507
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.23M
CWP
1508
Concord Wealth Partners
Virginia
$9.21M
ACS
1509
Archford Capital Strategies
Illinois
$9.19M
ZCI
1510
Zevenbergen Capital Investments
Washington
$9.18M
HA
1511
Herold Advisors
New York
$9.15M
CA
1512
CoreCap Advisors
Michigan
$9.15M
SMI
1513
Shelter Mutual Insurance
Missouri
$9.15M
PFA
1514
Pathway Financial Advisers
Indiana
$9.14M
HLCM
1515
Hi-Line Capital Management
South Dakota
$9.13M
LDB
1516
Lee, Danner & Bass
Tennessee
$9.11M
GA
1517
GFS Advisors
Texas
$9.11M
TBT
1518
Texas Bank & Trust
Texas
$9.11M
HPIA
1519
Hamilton Point Investment Advisors
North Carolina
$9.1M
HFM
1520
Hartford Financial Management
Connecticut
$9.09M
MIP
1521
Marietta Investment Partners
Wisconsin
$9.08M
CNFG
1522
Creegan & Nassoura Financial Group
New Hampshire
$9.07M
PTP
1523
Platform Technology Partners
New York
$9.07M
NB
1524
Northwest Bancshares
Pennsylvania
$9.07M
AWM
1525
Angeles Wealth Management
California
$9.07M