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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
BHBT
2001
Burke & Herbert Bank & Trust
Virginia
$5.16M
RFA
2002
Register Financial Advisors
Georgia
$5.15M
MWA
2003
Monograph Wealth Advisors
California
$5.15M
CCM
2004
Condor Capital Management
New Jersey
$5.14M
RCA
2005
Ranch Capital Advisors
Florida
$5.13M
OF
2006
Outfitter Financial
Maine
$5.11M
VIP
2007
Viewpoint Investment Partners
Alberta, Canada
$5.1M
CCWA
2008
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.1M
CBT
2009
Crews Bank & Trust
Florida
$5.07M
EFSCE
2010
Enterprise Financial Services Corp (EFSC)
Missouri
$5.07M
RP
2011
Raelipskie Partnership
Ontario, Canada
$5.06M
IFWM
2012
Institute for Wealth Management
Colorado
$5.06M
LI
2013
Lafayette Investments
Maryland
$5.05M
JWM
2014
Jessup Wealth Management
Ohio
$5.03M
LA
2015
Legacy Advisors
Pennsylvania
$5.03M
FCA
2016
FLC Capital Advisors
California
$5.02M
CIP
2017
Convergence Investment Partners
Florida
$5.01M
CB
2018
CNB Bank
Pennsylvania
$5.01M
AGWCA
2019
Annis Gardner Whiting Capital Advisors
Florida
$5M
HDIM
2020
Hanson & Doremus Investment Management
Vermont
$4.99M
GA
2021
GoalVest Advisory
New York
$4.99M
TCPG
2022
Trivant Custom Portfolio Group
California
$4.99M
HAG
2023
HF Advisory Group
Maryland
$4.98M
BWM
2024
BCGM Wealth Management
Indiana
$4.98M
DA
2025
Dillon & Associates
Michigan
$4.95M