JPM icon

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
ICP
2001
Interchange Capital Partners
Pennsylvania
$5.18M
CPBTD
2002
Central Pacific Bank - Trust Division
Hawaii
$5.18M
OL
2003
Optas LLC
Texas
$5.17M
BHBT
2004
Burke & Herbert Bank & Trust
Virginia
$5.16M
RFA
2005
Register Financial Advisors
Georgia
$5.15M
MWA
2006
Monograph Wealth Advisors
California
$5.15M
CCM
2007
Condor Capital Management
New Jersey
$5.14M
RCA
2008
Ranch Capital Advisors
Florida
$5.13M
OF
2009
Outfitter Financial
Maine
$5.11M
VIP
2010
Viewpoint Investment Partners
Alberta, Canada
$5.1M
CCWA
2011
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.1M
CBT
2012
Crews Bank & Trust
Florida
$5.07M
EFSCE
2013
Enterprise Financial Services Corp (EFSC)
Missouri
$5.07M
RP
2014
Raelipskie Partnership
Ontario, Canada
$5.06M
IFWM
2015
Institute for Wealth Management
Colorado
$5.06M
LI
2016
Lafayette Investments
Maryland
$5.05M
JWM
2017
Jessup Wealth Management
Ohio
$5.03M
LA
2018
Legacy Advisors
Pennsylvania
$5.03M
FCA
2019
FLC Capital Advisors
California
$5.02M
CIP
2020
Convergence Investment Partners
Florida
$5.01M
CB
2021
CNB Bank
Pennsylvania
$5.01M
AGWCA
2022
Annis Gardner Whiting Capital Advisors
Florida
$5M
HDIM
2023
Hanson & Doremus Investment Management
Vermont
$4.99M
GA
2024
GoalVest Advisory
New York
$4.99M
TCPG
2025
Trivant Custom Portfolio Group
California
$4.99M