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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
DW30
1526
Drucker Wealth 3.0
New Jersey
$9M
MIM
1527
MTM Investment Management
South Carolina
$8.99M
TPM
1528
Triasima Portfolio Management
Quebec, Canada
$8.99M
MBT
1529
Montecito Bank & Trust
California
$8.99M
CFCI
1530
Comprehensive Financial Consultants Institutional
Indiana
$8.98M
CPW
1531
Cove Private Wealth
New York
$8.96M
SBFM
1532
S-Bank Fund Management
Finland
$8.96M
MWAM
1533
Manhattan West Asset Management
California
$8.94M
PJSIMP
1534
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.94M
LAM
1535
L2 Asset Management
Massachusetts
$8.93M
AIMCA
1536
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.93M
RCIM
1537
Red Cedar Investment Management
Michigan
$8.92M
ATI
1538
Act Two Investors
California
$8.92M
SAM
1539
Socorro Asset Management
Texas
$8.92M
FFA
1540
Founders Financial Alliance
North Carolina
$8.91M
TI
1541
tru Independence
Oregon
$8.91M
BMA
1542
Brooks Moore & Associates
Tennessee
$8.9M
AA
1543
Argent Advisors
Louisiana
$8.89M
RCM
1544
RB Capital Management
Nevada
$8.87M
UBG
1545
United Bank (Georgia)
Georgia
$8.86M
ESB
1546
Essex Savings Bank
Connecticut
$8.85M
HCM
1547
Hengehold Capital Management
Ohio
$8.84M
LHC
1548
Little House Capital
Massachusetts
$8.84M
IA
1549
IFC Advisors
California
$8.84M
AIM
1550
AMI Investment Management
Indiana
$8.82M