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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
AAS
1676
Ameritas Advisory Services
Nebraska
$7.55M
PMSA
1677
Patrick M. Sweeney & Associates
Illinois
$7.55M
BOPW
1678
Brandywine Oak Private Wealth
Pennsylvania
$7.54M
LNWTC
1679
Laird Norton Wetherby Trust Company
Washington
$7.54M
NB
1680
Nicolet Bankshares
Wisconsin
$7.53M
GJWM
1681
Gilliland Jeter Wealth Management
Arkansas
$7.51M
MCP
1682
Martin Capital Partners
Oregon
$7.51M
SEIA
1683
Signature Estate & Investment Advisors
California
$7.5M
RAM
1684
Ramirez Asset Management
New York
$7.5M
GSB
1685
Greenfield Savings Bank
Massachusetts
$7.48M
EFG
1686
Ethos Financial Group
Pennsylvania
$7.48M
VWMG
1687
Virginia Wealth Management Group
Virginia
$7.46M
AF
1688
AGP Franklin
Tennessee
$7.45M
FI
1689
Firetrail Investments
Australia
$7.44M
PBC
1690
Pavion Blue Capital
California
$7.44M
MFS
1691
Monetta Financial Services
Illinois
$7.41M
AFA
1692
Arlington Financial Advisors
California
$7.41M
V
1693
VeraBank
Texas
$7.41M
HCM
1694
Hudson Capital Management
New Jersey
$7.4M
MSFS
1695
Main Street Financial Solutions
Pennsylvania
$7.4M
MFC
1696
Mechanics Financial Corp
Ohio
$7.4M
AA
1697
Armis Advisers
Georgia
$7.38M
MCB
1698
Morton Community Bank
Illinois
$7.37M
WP
1699
WealthPLAN Partners
Nebraska
$7.36M
RW
1700
Rockport Wealth
Ohio
$7.31M