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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
TTIC
2051
Tower Trust & Investment Company
Iowa
$4.85M
GAM
2052
Grandview Asset Management
Pennsylvania
$4.83M
NI
2053
Natural Investments
California
$4.83M
CV
2054
Counterweight Ventures
North Carolina
$4.83M
CWIG
2055
Chung Wu Investment Group
Texas
$4.83M
WFI
2056
West Family Investments
California
$4.82M
DBIA
2057
Dumont & Blake Investment Advisors
New Jersey
$4.81M
CS
2058
Crescent Sterling
Louisiana
$4.8M
SWA
2059
SFMG Wealth Advisors
Texas
$4.79M
CF
2060
Convergence Financial
Missouri
$4.79M
VCAM
2061
Van Cleef Asset Management
Ohio
$4.78M
KA
2062
KLCM Advisors
Wisconsin
$4.78M
AW
2063
Alteri Wealth
California
$4.77M
NL
2064
NVWM LLC
Pennsylvania
$4.76M
TPWM
2065
Twelve Points Wealth Management
Massachusetts
$4.75M
RIA
2066
Regal Investment Advisors
Michigan
$4.75M
EWM
2067
Elevatus Welath Management
New York
$4.75M
VRM
2068
Vectors Research Management
New York
$4.75M
ZI
2069
ZEGA Investments
Florida
$4.74M
SWMG
2070
Stillwater Wealth Management Group
Florida
$4.74M
FFS
2071
Founders Financial Securities
Maryland
$4.74M
BL
2072
Bleichroeder LP
New York
$4.73M
GS
2073
GTS Securities
New York
$4.73M
IHL
2074
Investment House LLC
California
$4.73M
LWM
2075
Lodestone Wealth Management
Washington
$4.72M