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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
JSL
1651
JT Stratford LLC
Georgia
$7.74M
AIM
1652
AHL Investment Management
Florida
$7.73M
WAS
1653
Winch Advisory Services
Wisconsin
$7.72M
RWA
1654
Roberts Wealth Advisors
California
$7.72M
AIM
1655
Athena Investment Management
California
$7.72M
AIMA
1656
Ables Iannone Moore & Associates
Georgia
$7.69M
RSS
1657
Rosenblum Silverman Sutton
California
$7.68M
MVA
1658
Mount Vernon Associates
Maryland
$7.68M
AMI
1659
Amica Mutual Insurance
Rhode Island
$7.68M
RWM
1660
RKL Wealth Management
Pennsylvania
$7.67M
MCC
1661
Malaga Cove Capital
California
$7.66M
1IA
1662
1834 Investment Advisors
Wisconsin
$7.66M
IA
1663
Icon Advisers
Colorado
$7.65M
CFM
1664
Catalyst Funds Management
Australia
$7.63M
HA
1665
Harbor Advisors
Florida
$7.62M
AG
1666
Algert Global
California
$7.61M
SIAP
1667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.6M
CI
1668
Cherokee Insurance
Michigan
$7.57M
BCM
1669
Bretton Capital Management
California
$7.57M
SCI
1670
S&CO Inc
Massachusetts
$7.57M
GCA
1671
Gradient Capital Advisors
California
$7.56M
SIC
1672
Shoker Investment Counsel
Ohio
$7.56M
CWMK
1673
Caliber Wealth Management (Kansas)
Kansas
$7.55M
AAS
1674
Ameritas Advisory Services
Nebraska
$7.55M
PMSA
1675
Patrick M. Sweeney & Associates
Illinois
$7.55M