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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
SPC
1601
Spirepoint Private Client
Florida
$8.24M
CAMV
1602
Concord Asset Management (Virginia)
Virginia
$8.22M
AIA
1603
AssuredPartners Investment Advisors
Florida
$8.22M
AF
1604
Arrow Financial
New York
$8.21M
ACM
1605
Alta Capital Management
Utah
$8.2M
SFS
1606
Strategic Financial Services
New York
$8.19M
A
1607
Argentarii
Ohio
$8.19M
BL
1608
BFSG LLC
California
$8.19M
MCA
1609
MSH Capital Advisors
Arizona
$8.18M
Kayne Anderson Rudnick Investment Management
1610
Kayne Anderson Rudnick Investment Management
California
$8.17M
BIM
1611
Brentview Investment Management
Illinois
$8.16M
PKC
1612
Palmer Knight Company
Florida
$8.16M
IRAG
1613
Investment Research & Advisory Group
Georgia
$8.15M
TSWM
1614
Triangle Securities Wealth Management
North Carolina
$8.15M
UCI
1615
Uncommon Cents Investing
Wisconsin
$8.14M
JF
1616
Jericho Financial
Ohio
$8.14M
AIS
1617
AM Investment Strategies
Tennessee
$8.14M
BC
1618
Bowman & Company
Wisconsin
$8.14M
WIS
1619
Wright Investors Service
Connecticut
$8.13M
PPWP
1620
Premier Path Wealth Partners
New Jersey
$8.12M
LRPA
1621
L. Roy Papp & Associates
Arizona
$8.11M
MMG
1622
Monetary Management Group
Missouri
$8.11M
FLI
1623
Family Legacy Inc
South Carolina
$8.1M
LWA
1624
Lineweaver Wealth Advisors
Ohio
$8.09M
SC
1625
Skylands Capital
Wisconsin
$8.05M