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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
SLT
1851
St Louis Trust
Missouri
$6.22M
DC
1852
DeDora Capital
California
$6.21M
PWM
1853
Pines Wealth Management
North Carolina
$6.19M
CCT
1854
Capital City Trust
Florida
$6.18M
IP
1855
Intellectus Partners
California
$6.18M
GIM
1856
Gold Investment Management
Alberta, Canada
$6.18M
FIC
1857
FCG Investment Company
Tennessee
$6.16M
MC
1858
Marest Capital
California
$6.16M
Edgewood Management
1859
Edgewood Management
Connecticut
$6.16M
CCA
1860
Cobblestone Capital Advisors
New York
$6.16M
TP
1861
Tranquility Partners
Tennessee
$6.15M
MIM
1862
Moseley Investment Management
Florida
$6.13M
BIG
1863
Brooklyn Investment Group
New York
$6.12M
NDSI
1864
Newman Dignan & Sheerar Inc
Rhode Island
$6.12M
MSK
1865
Melissa S. Kampmann
$6.12M
SAM
1866
Sycomore Asset Management
France
$6.12M
HCM
1867
Huber Capital Management
California
$6.1M
WPC
1868
White Pine Capital
Minnesota
$6.1M
SWM
1869
Segment Wealth Management
Texas
$6.1M
LJAC
1870
L.J. Altfest & Co
New York
$6.09M
WIC
1871
Wilkins Investment Counsel
Massachusetts
$6.09M
HA
1872
Huntleigh Advisors
Missouri
$6.08M
ODG
1873
O'Dell Group
Ohio
$6.08M
WMA
1874
West Michigan Advisors
Michigan
$6.08M
DFA
1875
Delta Financial Advisors
Louisiana
$6.07M