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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
LWA
1626
Lineweaver Wealth Advisors
Ohio
$8.09M
SC
1627
Skylands Capital
Wisconsin
$8.05M
SSI
1628
Scott & Selber Inc
Texas
$8.04M
OPA
1629
Old Port Advisors
Maine
$8.03M
RP
1630
Rowlandmiller & Partners
Georgia
$8.02M
MWM
1631
Mattern Wealth Management
Kansas
$8.01M
BBP
1632
Banco BTG Pactual
Brazil
$8M
JG
1633
Jain Global
New York
$7.99M
FDP
1634
Financiere des Professionnels
Quebec, Canada
$7.99M
LJCM
1635
Lee Johnson Capital Management
Texas
$7.97M
ACM
1636
AlphaStar Capital Management
North Carolina
$7.97M
IIC
1637
Integrated Investment Consultants
Michigan
$7.96M
FAM
1638
Formidable Asset Management
Ohio
$7.95M
GBWM
1639
Granite Bay Wealth Management
New Hampshire
$7.95M
MPPLM
1640
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.92M
LWM
1641
LJI Wealth Management
Indiana
$7.91M
EML
1642
Eos Management LP
New York
$7.89M
SW
1643
StrongBox Wealth
Missouri
$7.88M
TBNY
1644
Trustco Bank (New York)
New York
$7.88M
AB
1645
Atlas Brown
Kentucky
$7.88M
DCM
1646
Dudley Capital Management
Virginia
$7.83M
CRCM
1647
Crystal Rock Capital Management
Illinois
$7.8M
PWS
1648
Peloton Wealth Strategists
Indiana
$7.79M
AI
1649
Arvest Investments
Arkansas
$7.79M
CNC
1650
Citizens & Northern Corp
Pennsylvania
$7.78M