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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
PIWA
1876
Prevail Innovative Wealth Advisors
Kansas
$6.06M
KF
1877
Krilogy Financial
Missouri
$6.03M
LM
1878
Lincluden Management
Ontario, Canada
$6.02M
BFW
1879
Brady Family Wealth
Missouri
$6.02M
SIA
1880
Strategic Investment Advisors
Michigan
$6.01M
FAP
1881
Financial Advisory Partners
Florida
$6.01M
NWM
1882
Northcape Wealth Management
New York
$6M
GIM
1883
Generali Investments Management
Slovenia
$6M
HIC
1884
Harvey Investment Company
Kentucky
$6M
FFS
1885
Fischer Financial Services
Pennsylvania
$6M
ALA
1886
Atlas Legacy Advisors
California
$5.99M
MUAMU
1887
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.99M
CAM
1888
Chesapeake Asset Management
New York
$5.99M
WAG
1889
Winthrop Advisory Group
Massachusetts
$5.97M
GEA
1890
Glen Eagle Advisors
New Jersey
$5.96M
FMTCOCP
1891
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.95M
HL
1892
HeadInvest LLC
Maine
$5.95M
BMC
1893
Benin Management Corp
Connecticut
$5.94M
CH
1894
Canton Hathaway
Rhode Island
$5.94M
PWCM
1895
Processus Wealth & Capital Management
Tennessee
$5.93M
EWM
1896
Evermay Wealth Management
Virginia
$5.92M
SMH
1897
Sanders Morris Harris
Texas
$5.91M
PSB
1898
Piscataqua Savings Bank
New Hampshire
$5.9M
BO
1899
Bank OZK
Arkansas
$5.9M
MAM
1900
Milestone Asset Management
Pennsylvania
$5.89M