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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
RBA
1726
Richard Bernstein Advisors
New York
$7.08M
CTC (Chicago Trading Company)
1727
CTC (Chicago Trading Company)
Illinois
$7.07M
UB
1728
Umpqua Bank
Oregon
$7.06M
NCM
1729
NCM Capital Management
New Jersey
$7.06M
ORC
1730
O'Rourke & Company
Massachusetts
$7.04M
XSC
1731
X-Square Capital
Puerto Rico
$7.03M
CCWM
1732
Cassaday & Co Wealth Management
Virginia
$7.02M
AA
1733
ALPS Advisors
Colorado
$7.01M
PRS
1734
Pinkerton Retirement Specialists
Idaho
$7.01M
IAS
1735
IMA Advisory Services
Colorado
$7.01M
IFPG
1736
Intrepid Financial Planning Group
Indiana
$7M
LS
1737
Leelyn Smith
Illinois
$6.99M
PCTC
1738
Perkins Coie Trust Company
Washington
$6.97M
BLC
1739
Brown, Lisle/Cummings
Rhode Island
$6.97M
NSB
1740
Norway Savings Bank
Maine
$6.96M
BMC
1741
Beaton Management Company
Massachusetts
$6.96M
AMG
1742
Advisors Management Group
Wisconsin
$6.95M
TPWA
1743
TRUE Private Wealth Advisors
Oregon
$6.95M
DE
1744
Diversified Enterprises
Delaware
$6.95M
ATC
1745
Adirondack Trust Company
New York
$6.95M
EPIMS
1746
Evelyn Partners Investment Management Services
$6.95M
NG
1747
Norden Group
Utah
$6.95M
BRCM
1748
Bright Rock Capital Management
Massachusetts
$6.94M
SOAMC
1749
Spirit of America Management Corp
New York
$6.94M
SSWM
1750
Sheets Smith Wealth Management
North Carolina
$6.94M