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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
MCM
1801
Monarch Capital Management
Indiana
$6.66M
HWM
1802
Hohimer Wealth Management
Washington
$6.63M
PP
1803
Pacifica Partners
Canada
$6.62M
AWE
1804
Avidian Wealth Enterprises
Texas
$6.61M
KF
1805
KKM Financial
Illinois
$6.61M
UAG
1806
United Advisor Group
Ohio
$6.59M
PB
1807
Pinnacle Bancorp
Nebraska
$6.58M
SFA
1808
Souders Financial Advisors
Ohio
$6.57M
ACH
1809
ArrowMark Colorado Holdings
Colorado
$6.57M
SCM
1810
SOL Capital Management
Maryland
$6.56M
KFI
1811
Key Financial Inc
Pennsylvania
$6.56M
JGCM
1812
Joseph Group Capital Management
Ohio
$6.56M
ZIG
1813
Zullo Investment Group
Pennsylvania
$6.54M
CLA
1814
Carnegie Lake Advisors
New Jersey
$6.53M
PCM
1815
Princeton Capital Management
New Jersey
$6.51M
BDS
1816
Banco de Sabadell
Florida
$6.51M
VIM
1817
Vista Investment Management
Pennsylvania
$6.5M
GKWIM
1818
Gerber Kawasaki Wealth & Investment Management
California
$6.48M
MCM
1819
Maltese Capital Management
New York
$6.47M
AO
1820
Advisor OS
Illinois
$6.47M
CFP
1821
Catalyst Financial Partners
Massachusetts
$6.45M
AI
1822
Accredited Investors
Minnesota
$6.43M
MWM
1823
Massachusetts Wealth Management
Massachusetts
$6.43M
FBT
1824
First Bankers Trust
Kentucky
$6.43M
DMKJ
1825
David M. Knott Jr
$6.43M