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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
LAM
1751
LOM Asset Management
$6.92M
TPI
1752
Trust Point Inc
Wisconsin
$6.91M
WR
1753
WD Rutherford
Oregon
$6.9M
MC
1754
Mathes Company
New York
$6.9M
MPIA
1755
Mountain Pacific Investment Advisers
Idaho
$6.89M
AC
1756
Apella Capital
Connecticut
$6.89M
FFA
1757
Fragasso Financial Advisors
Pennsylvania
$6.89M
SWM
1758
SeaCrest Wealth Management
New York
$6.89M
HPCM
1759
Hunter Perkins Capital Management
Illinois
$6.88M
SIA
1760
SGL Investment Advisors
Montana
$6.88M
HCM
1761
Howard Capital Management
Georgia
$6.88M
KTC
1762
Kentucky Trust Company
Kentucky
$6.88M
SCM
1763
Seascape Capital Management
New Hampshire
$6.87M
HI
1764
Hudock Inc
Pennsylvania
$6.87M
MWA
1765
Midland Wealth Advisors
Illinois
$6.87M
ECML
1766
Eagle Capital Management (Louisiana)
Louisiana
$6.87M
CFMC
1767
Curbstone Financial Management Corp
New Hampshire
$6.84M
VWM
1768
Valley Wealth Managers
New Jersey
$6.84M
I
1769
InvesTrust
Oklahoma
$6.83M
SIM
1770
Studio Investment Management
Illinois
$6.79M
COI
1771
Connable Office Inc
Michigan
$6.78M
PRA
1772
Pine Ridge Advisers
New York
$6.78M
MG
1773
Mather Group
Illinois
$6.76M
CVA
1774
Central Valley Advisors
California
$6.76M
CT
1775
Coastline Trust
Rhode Island
$6.74M