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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
1651
StrongBox Wealth
Missouri
$7.88M
TBNY
1652
Trustco Bank (New York)
New York
$7.88M
AB
1653
Atlas Brown
Kentucky
$7.88M
DCM
1654
Dudley Capital Management
Virginia
$7.83M
CRCM
1655
Crystal Rock Capital Management
Illinois
$7.8M
PWS
1656
Peloton Wealth Strategists
Indiana
$7.79M
AI
1657
Arvest Investments
Arkansas
$7.79M
CNC
1658
Citizens & Northern Corp
Pennsylvania
$7.78M
MAWCM
1659
Mine & Arao Wealth Creation & Management
California
$7.78M
TC
1660
TownSquare Capital
Utah
$7.75M
JSL
1661
JT Stratford LLC
Georgia
$7.74M
AIM
1662
AHL Investment Management
Florida
$7.73M
WAS
1663
Winch Advisory Services
Wisconsin
$7.72M
RWA
1664
Roberts Wealth Advisors
California
$7.72M
AIM
1665
Athena Investment Management
California
$7.72M
AIMA
1666
Ables Iannone Moore & Associates
Georgia
$7.69M
RSS
1667
Rosenblum Silverman Sutton
California
$7.68M
MVA
1668
Mount Vernon Associates
Maryland
$7.68M
AMI
1669
Amica Mutual Insurance
Rhode Island
$7.68M
RWM
1670
RKL Wealth Management
Pennsylvania
$7.67M
MCC
1671
Malaga Cove Capital
California
$7.66M
1IA
1672
1834 Investment Advisors
Wisconsin
$7.66M
IA
1673
Icon Advisers
Colorado
$7.65M
CFM
1674
Catalyst Funds Management
Australia
$7.63M
HA
1675
Harbor Advisors
Florida
$7.62M