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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
RCWM
1726
Royal Capital Wealth Management
Indiana
$7.09M
WC
1727
Wynn Capital
Georgia
$7.08M
RBA
1728
Richard Bernstein Advisors
New York
$7.08M
CTC (Chicago Trading Company)
1729
CTC (Chicago Trading Company)
Illinois
$7.07M
UB
1730
Umpqua Bank
Oregon
$7.06M
NCM
1731
NCM Capital Management
New Jersey
$7.06M
ORC
1732
O'Rourke & Company
Massachusetts
$7.04M
XSC
1733
X-Square Capital
Puerto Rico
$7.03M
CCWM
1734
Cassaday & Co Wealth Management
Virginia
$7.02M
AA
1735
ALPS Advisors
Colorado
$7.01M
PRS
1736
Pinkerton Retirement Specialists
Idaho
$7.01M
IAS
1737
IMA Advisory Services
Colorado
$7.01M
IFPG
1738
Intrepid Financial Planning Group
Indiana
$7M
LS
1739
Leelyn Smith
Illinois
$6.99M
PCTC
1740
Perkins Coie Trust Company
Washington
$6.97M
BLC
1741
Brown, Lisle/Cummings
Rhode Island
$6.97M
NSB
1742
Norway Savings Bank
Maine
$6.96M
BMC
1743
Beaton Management Company
Massachusetts
$6.96M
AMG
1744
Advisors Management Group
Wisconsin
$6.95M
TPWA
1745
TRUE Private Wealth Advisors
Oregon
$6.95M
DE
1746
Diversified Enterprises
Delaware
$6.95M
ATC
1747
Adirondack Trust Company
New York
$6.95M
EPIMS
1748
Evelyn Partners Investment Management Services
$6.95M
NG
1749
Norden Group
Utah
$6.95M
BRCM
1750
Bright Rock Capital Management
Massachusetts
$6.94M