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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
MUAMU
1876
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.99M
CAM
1877
Chesapeake Asset Management
New York
$5.99M
WAG
1878
Winthrop Advisory Group
Massachusetts
$5.97M
GEA
1879
Glen Eagle Advisors
New Jersey
$5.96M
FMTCOCP
1880
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.95M
HL
1881
HeadInvest LLC
Maine
$5.95M
BMC
1882
Benin Management Corp
Connecticut
$5.94M
CH
1883
Canton Hathaway
Rhode Island
$5.94M
PWCM
1884
Processus Wealth & Capital Management
Tennessee
$5.93M
EWM
1885
Evermay Wealth Management
Virginia
$5.92M
SMH
1886
Sanders Morris Harris
Texas
$5.91M
PSB
1887
Piscataqua Savings Bank
New Hampshire
$5.9M
BO
1888
Bank OZK
Arkansas
$5.9M
MAM
1889
Milestone Asset Management
Pennsylvania
$5.89M
SMC
1890
Smith, Moore & Co
Missouri
$5.89M
WCM
1891
Wisconsin Capital Management
Wisconsin
$5.89M
OWA
1892
Octavia Wealth Advisors
Ohio
$5.88M
CA
1893
Continuum Advisory
Idaho
$5.88M
ACM
1894
Aljian Capital Management
Nevada
$5.87M
SDWIA
1895
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.86M
HW
1896
Hedeker Wealth
Illinois
$5.86M
NPF
1897
Norris Perne & French
Michigan
$5.86M
NAG
1898
Northstar Advisory Group
New Jersey
$5.85M
CCM
1899
Consolidated Capital Management
California
$5.84M
LCM
1900
Leisure Capital Management
California
$5.83M