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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
SW
1601
SkyOak Wealth
Michigan
$8.39M
ST
1602
Smithfield Trust
Pennsylvania
$8.35M
LCM
1603
Liberty Capital Management
Michigan
$8.34M
CAM
1604
Covenant Asset Management
New Jersey
$8.34M
MCCA
1605
Mill Creek Capital Advisors
Pennsylvania
$8.28M
EHC
1606
Everett Harris & Co
California
$8.26M
SCP
1607
Stamos Capital Partners
California
$8.25M
LOIM
1608
Liberty One Investment Management
Illinois
$8.25M
MCM
1609
McRae Capital Management
New Jersey
$8.25M
MPA
1610
Marvin & Palmer Associates
Delaware
$8.24M
SPC
1611
Spirepoint Private Client
Florida
$8.24M
CAMV
1612
Concord Asset Management (Virginia)
Virginia
$8.22M
AIA
1613
AssuredPartners Investment Advisors
Florida
$8.22M
AF
1614
Arrow Financial
New York
$8.21M
ACM
1615
Alta Capital Management
Utah
$8.2M
SFS
1616
Strategic Financial Services
New York
$8.19M
A
1617
Argentarii
Ohio
$8.19M
BL
1618
BFSG LLC
California
$8.19M
MCA
1619
MSH Capital Advisors
Arizona
$8.18M
Kayne Anderson Rudnick Investment Management
1620
Kayne Anderson Rudnick Investment Management
California
$8.17M
BIM
1621
Brentview Investment Management
Illinois
$8.16M
PKC
1622
Palmer Knight Company
Florida
$8.16M
IRAG
1623
Investment Research & Advisory Group
Georgia
$8.15M
TSWM
1624
Triangle Securities Wealth Management
North Carolina
$8.15M
UCI
1625
Uncommon Cents Investing
Wisconsin
$8.14M