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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
KA
1526
Klingman & Associates
New York
$9.02M
MSAM
1527
Moloney Securities Asset Management
Missouri
$9.01M
DW30
1528
Drucker Wealth 3.0
New Jersey
$9M
MIM
1529
MTM Investment Management
South Carolina
$8.99M
TPM
1530
Triasima Portfolio Management
Quebec, Canada
$8.99M
MBT
1531
Montecito Bank & Trust
California
$8.99M
CFCI
1532
Comprehensive Financial Consultants Institutional
Indiana
$8.98M
CPW
1533
Cove Private Wealth
New York
$8.96M
SBFM
1534
S-Bank Fund Management
Finland
$8.96M
MWAM
1535
Manhattan West Asset Management
California
$8.94M
PJSIMP
1536
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.94M
LAM
1537
L2 Asset Management
Massachusetts
$8.93M
AIMCA
1538
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.93M
RCIM
1539
Red Cedar Investment Management
Michigan
$8.92M
ATI
1540
Act Two Investors
California
$8.92M
SAM
1541
Socorro Asset Management
Texas
$8.92M
FFA
1542
Founders Financial Alliance
North Carolina
$8.91M
TI
1543
tru Independence
Oregon
$8.91M
BMA
1544
Brooks Moore & Associates
Tennessee
$8.9M
AA
1545
Argent Advisors
Louisiana
$8.89M
RCM
1546
RB Capital Management
Nevada
$8.87M
UBG
1547
United Bank (Georgia)
Georgia
$8.86M
ESB
1548
Essex Savings Bank
Connecticut
$8.85M
HCM
1549
Hengehold Capital Management
Ohio
$8.84M
LHC
1550
Little House Capital
Massachusetts
$8.84M