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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
PDL
1726
Portfolio Design Labs
California
$7.19M
GD
1727
Grandfield & Dodd
New York
$7.17M
BEC
1728
Blue Edge Capital
Virginia
$7.17M
NG
1729
Novem Group
New York
$7.16M
SWA
1730
SOA Wealth Advisors
New York
$7.14M
SIAG
1731
Signet Investment Advisory Group
Rhode Island
$7.14M
TM
1732
TigerOak Management
New Mexico
$7.12M
FM
1733
Family Management
New York
$7.11M
SLC
1734
Second Line Capital
Louisiana
$7.11M
GCM
1735
Graham Capital Management
Connecticut
$7.1M
RCWM
1736
Royal Capital Wealth Management
Indiana
$7.09M
WC
1737
Wynn Capital
Georgia
$7.08M
RBA
1738
Richard Bernstein Advisors
New York
$7.08M
CTC (Chicago Trading Company)
1739
CTC (Chicago Trading Company)
Illinois
$7.07M
UB
1740
Umpqua Bank
Oregon
$7.06M
NCM
1741
NCM Capital Management
New Jersey
$7.06M
ORC
1742
O'Rourke & Company
Massachusetts
$7.04M
XSC
1743
X-Square Capital
Puerto Rico
$7.03M
CCWM
1744
Cassaday & Co Wealth Management
Virginia
$7.02M
AA
1745
ALPS Advisors
Colorado
$7.01M
PRS
1746
Pinkerton Retirement Specialists
Idaho
$7.01M
IAS
1747
IMA Advisory Services
Colorado
$7.01M
IFPG
1748
Intrepid Financial Planning Group
Indiana
$7M
LS
1749
Leelyn Smith
Illinois
$6.99M
PCTC
1750
Perkins Coie Trust Company
Washington
$6.97M