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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
BLC
1751
Brown, Lisle/Cummings
Rhode Island
$6.97M
NSB
1752
Norway Savings Bank
Maine
$6.96M
BMC
1753
Beaton Management Company
Massachusetts
$6.96M
AMG
1754
Advisors Management Group
Wisconsin
$6.95M
TPWA
1755
TRUE Private Wealth Advisors
Oregon
$6.95M
DE
1756
Diversified Enterprises
Delaware
$6.95M
ATC
1757
Adirondack Trust Company
New York
$6.95M
EPIMS
1758
Evelyn Partners Investment Management Services
$6.95M
NG
1759
Norden Group
Utah
$6.95M
BRCM
1760
Bright Rock Capital Management
Massachusetts
$6.94M
SOAMC
1761
Spirit of America Management Corp
New York
$6.94M
SSWM
1762
Sheets Smith Wealth Management
North Carolina
$6.94M
LAM
1763
LOM Asset Management
$6.92M
TPI
1764
Trust Point Inc
Wisconsin
$6.91M
WR
1765
WD Rutherford
Oregon
$6.9M
MC
1766
Mathes Company
New York
$6.9M
MPIA
1767
Mountain Pacific Investment Advisers
Idaho
$6.89M
AC
1768
Apella Capital
Connecticut
$6.89M
FFA
1769
Fragasso Financial Advisors
Pennsylvania
$6.89M
SWM
1770
SeaCrest Wealth Management
New York
$6.89M
HPCM
1771
Hunter Perkins Capital Management
Illinois
$6.88M
SIA
1772
SGL Investment Advisors
Montana
$6.88M
HCM
1773
Howard Capital Management
Georgia
$6.88M
KTC
1774
Kentucky Trust Company
Kentucky
$6.88M
SCM
1775
Seascape Capital Management
New Hampshire
$6.87M