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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
TI
1551
tru Independence
Oregon
$8.91M
BMA
1552
Brooks Moore & Associates
Tennessee
$8.9M
AA
1553
Argent Advisors
Louisiana
$8.89M
RCM
1554
RB Capital Management
Nevada
$8.87M
UBG
1555
United Bank (Georgia)
Georgia
$8.86M
ESB
1556
Essex Savings Bank
Connecticut
$8.85M
HCM
1557
Hengehold Capital Management
Ohio
$8.84M
LHC
1558
Little House Capital
Massachusetts
$8.84M
IA
1559
IFC Advisors
California
$8.84M
AIM
1560
AMI Investment Management
Indiana
$8.82M
SWM
1561
Scissortail Wealth Management
Oklahoma
$8.82M
CWM
1562
Connecticut Wealth Management
Connecticut
$8.8M
LC
1563
Lincoln Capital
Nebraska
$8.8M
CWAG
1564
Compton Wealth Advisory Group
Virginia
$8.77M
RZH
1565
Relyea Zuckerberg Hanson
Connecticut
$8.77M
CI
1566
Cavalier Investments
Georgia
$8.74M
RBC
1567
Romano Brothers & Co
Illinois
$8.74M
HIC
1568
Holderness Investments Company
North Carolina
$8.72M
HIM
1569
Hillsdale Investment Management
Ontario, Canada
$8.7M
BONH
1570
Bank of New Hampshire
New Hampshire
$8.69M
MIH
1571
Meitav Investment House
Israel
$8.69M
KA
1572
Kovack Advisors
Florida
$8.67M
KCP
1573
Kera Capital Partners
California
$8.63M
EW
1574
Evexia Wealth
Wisconsin
$8.62M
TCA
1575
Trifecta Capital Advisors
Illinois
$8.61M