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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
ZIG
1801
Zullo Investment Group
Pennsylvania
$6.54M
CLA
1802
Carnegie Lake Advisors
New Jersey
$6.53M
PCM
1803
Princeton Capital Management
New Jersey
$6.51M
BDS
1804
Banco de Sabadell
Florida
$6.51M
VIM
1805
Vista Investment Management
Pennsylvania
$6.5M
GKWIM
1806
Gerber Kawasaki Wealth & Investment Management
California
$6.48M
MCM
1807
Maltese Capital Management
New York
$6.47M
AO
1808
Advisor OS
Illinois
$6.47M
CFP
1809
Catalyst Financial Partners
Massachusetts
$6.45M
AI
1810
Accredited Investors
Minnesota
$6.43M
MWM
1811
Massachusetts Wealth Management
Massachusetts
$6.43M
FBT
1812
First Bankers Trust
Kentucky
$6.43M
DMKJ
1813
David M. Knott Jr
$6.43M
AHIA
1814
Andrew Hill Investment Advisors
Florida
$6.42M
WC
1815
Waterloo Capital
Texas
$6.41M
BFA
1816
Beaumont Financial Advisors
Massachusetts
$6.4M
VanEck Associates
1817
VanEck Associates
New York
$6.39M
PWA
1818
Providence Wealth Advisors
Illinois
$6.38M
WAM
1819
Wakefield Asset Management
Colorado
$6.37M
FCM
1820
Fire Capital Management
California
$6.36M
TNA
1821
True North Advisors
Texas
$6.36M
EWM
1822
EPG Wealth Management
Georgia
$6.34M
BB
1823
Bell Bank
North Dakota
$6.33M
ICP
1824
Impact Capital Partners
Colorado
$6.33M
MA
1825
MONECO Advisors
Connecticut
$6.31M