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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
LA
1576
LVW Advisors
New York
$8.53M
EPW
1577
Evergreen Private Wealth
Colorado
$8.53M
SFG
1578
Stonebridge Financial Group
Pennsylvania
$8.52M
PFGIA
1579
Patriot Financial Group Insurance Agency
Massachusetts
$8.51M
SP
1580
Saranac Partners
$8.51M
MCWS
1581
McKinley Carter Wealth Services
West Virginia
$8.49M
SCM
1582
Sitrin Capital Management
California
$8.48M
PCA
1583
Peddock Capital Advisors
Massachusetts
$8.47M
CIAS
1584
Capital Investment Advisory Services
North Carolina
$8.46M
AWM
1585
Avaii Wealth Management
Wisconsin
$8.44M
IAMOG
1586
Investors Asset Management of Georgia
Georgia
$8.43M
CIG
1587
Consolidated Investment Group
Colorado
$8.42M
KIC
1588
Kensington Investment Counsel
California
$8.42M
SS
1589
Sunbelt Securities
Texas
$8.41M
FPB
1590
First PREMIER Bank
South Dakota
$8.41M
PWPS
1591
Pinnacle Wealth Planning Services
Ohio
$8.39M
AW
1592
Atlas Wealth
Ohio
$8.39M
SW
1593
SkyOak Wealth
Michigan
$8.39M
ST
1594
Smithfield Trust
Pennsylvania
$8.35M
LCM
1595
Liberty Capital Management
Michigan
$8.34M
CAM
1596
Covenant Asset Management
New Jersey
$8.34M
MCCA
1597
Mill Creek Capital Advisors
Pennsylvania
$8.28M
EHC
1598
Everett Harris & Co
California
$8.26M
SCP
1599
Stamos Capital Partners
California
$8.25M
LOIM
1600
Liberty One Investment Management
Illinois
$8.25M