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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
SOAMC
1751
Spirit of America Management Corp
New York
$6.94M
SSWM
1752
Sheets Smith Wealth Management
North Carolina
$6.94M
LAM
1753
LOM Asset Management
$6.92M
TPI
1754
Trust Point Inc
Wisconsin
$6.91M
WR
1755
WD Rutherford
Oregon
$6.9M
MC
1756
Mathes Company
New York
$6.9M
MPIA
1757
Mountain Pacific Investment Advisers
Idaho
$6.89M
AC
1758
Apella Capital
Connecticut
$6.89M
FFA
1759
Fragasso Financial Advisors
Pennsylvania
$6.89M
SWM
1760
SeaCrest Wealth Management
New York
$6.89M
HPCM
1761
Hunter Perkins Capital Management
Illinois
$6.88M
SIA
1762
SGL Investment Advisors
Montana
$6.88M
HCM
1763
Howard Capital Management
Georgia
$6.88M
KTC
1764
Kentucky Trust Company
Kentucky
$6.88M
SCM
1765
Seascape Capital Management
New Hampshire
$6.87M
HI
1766
Hudock Inc
Pennsylvania
$6.87M
MWA
1767
Midland Wealth Advisors
Illinois
$6.87M
ECML
1768
Eagle Capital Management (Louisiana)
Louisiana
$6.87M
CFMC
1769
Curbstone Financial Management Corp
New Hampshire
$6.84M
VWM
1770
Valley Wealth Managers
New Jersey
$6.84M
I
1771
InvesTrust
Oklahoma
$6.83M
SIM
1772
Studio Investment Management
Illinois
$6.79M
COI
1773
Connable Office Inc
Michigan
$6.78M
PRA
1774
Pine Ridge Advisers
New York
$6.78M
MG
1775
Mather Group
Illinois
$6.76M