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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
FPF
1576
First Pacific Financial
Washington
$8.61M
MA
1577
Modus Advisors
Minnesota
$8.6M
DIA
1578
Dean Investment Associates
Ohio
$8.6M
BWM
1579
BNC Wealth Management
Oregon
$8.57M
KJHP
1580
K.J. Harrison & Partners
Ontario, Canada
$8.56M
DCM
1581
Delta Capital Management
New Jersey
$8.56M
APIM
1582
Agate Pass Investment Management
Washington
$8.56M
CI
1583
Cigna Investments
Connecticut
$8.55M
LA
1584
LVW Advisors
New York
$8.53M
EPW
1585
Evergreen Private Wealth
Colorado
$8.53M
SFGP
1586
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.52M
PFGIA
1587
Patriot Financial Group Insurance Agency
Massachusetts
$8.51M
SP
1588
Saranac Partners
$8.51M
MCWS
1589
McKinley Carter Wealth Services
West Virginia
$8.49M
SCM
1590
Sitrin Capital Management
California
$8.48M
PCA
1591
Peddock Capital Advisors
Massachusetts
$8.47M
CIAS
1592
Capital Investment Advisory Services
North Carolina
$8.46M
AWM
1593
Avaii Wealth Management
Wisconsin
$8.44M
IAMOG
1594
Investors Asset Management of Georgia
Georgia
$8.43M
CIG
1595
Consolidated Investment Group
Colorado
$8.42M
KIC
1596
Kensington Investment Counsel
California
$8.42M
SS
1597
Sunbelt Securities
Texas
$8.41M
FPB
1598
First PREMIER Bank
South Dakota
$8.41M
PWPS
1599
Pinnacle Wealth Planning Services
Ohio
$8.39M
AW
1600
Atlas Wealth
Ohio
$8.39M