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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
TP
1851
Tranquility Partners
Tennessee
$6.15M
MIM
1852
Moseley Investment Management
Florida
$6.13M
BIG
1853
Brooklyn Investment Group
New York
$6.12M
NDSI
1854
Newman Dignan & Sheerar Inc
Rhode Island
$6.12M
MSK
1855
Melissa S. Kampmann
$6.12M
SAM
1856
Sycomore Asset Management
France
$6.12M
HCM
1857
Huber Capital Management
California
$6.1M
WPC
1858
White Pine Capital
Minnesota
$6.1M
SWM
1859
Segment Wealth Management
Texas
$6.1M
LJAC
1860
L.J. Altfest & Co
New York
$6.09M
WIC
1861
Wilkins Investment Counsel
Massachusetts
$6.09M
HA
1862
Huntleigh Advisors
Missouri
$6.08M
ODG
1863
O'Dell Group
Ohio
$6.08M
WMA
1864
West Michigan Advisors
Michigan
$6.08M
DFA
1865
Delta Financial Advisors
Louisiana
$6.07M
PIWA
1866
Prevail Innovative Wealth Advisors
Kansas
$6.06M
KF
1867
Krilogy Financial
Missouri
$6.03M
LM
1868
Lincluden Management
Ontario, Canada
$6.02M
BFW
1869
Brady Family Wealth
Missouri
$6.02M
SIA
1870
Strategic Investment Advisors
Michigan
$6.01M
FAP
1871
Financial Advisory Partners
Florida
$6.01M
NL
1872
NWAM LLC
Washington
$6.01M
NWM
1873
Northcape Wealth Management
New York
$6M
GIM
1874
Generali Investments Management
Slovenia
$6M
HIC
1875
Harvey Investment Company
Kentucky
$6M