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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
FFO
2126
Fiduciary Family Office
Florida
$4.46M
SN
2127
Sittner & Nelson
Oregon
$4.46M
BFA
2128
Beacon Financial Advisory
Ohio
$4.45M
WAM
2129
Weatherly Asset Management
California
$4.45M
BFIC
2130
Bedell Frazier Investment Counselling
California
$4.44M
SP
2131
SWS Partners
Ohio
$4.44M
OWM
2132
Orca Wealth Management
Florida
$4.44M
AMIM
2133
Aull & Monroe Investment Management
Alabama
$4.43M
BTD
2134
BankPlus Trust Department
Mississippi
$4.42M
SOS
2135
Silver Oak Securities
Tennessee
$4.42M
CIM
2136
CIM Investment Management
Pennsylvania
$4.41M
QI
2137
QV Investors
Alberta, Canada
$4.41M
TLCM
2138
Twin Lakes Capital Management
California
$4.4M
DI
2139
DAGCO Inc
Ohio
$4.4M
UPS
2140
UHLMANN PRICE SECURITIES
Illinois
$4.39M
BCG
2141
Breakwater Capital Group
New Jersey
$4.39M
DAM
2142
Delta Asset Management
Tennessee
$4.39M
FIM
2143
FWL Investment Management
Texas
$4.38M
HIC
2144
Hartline Investment Corp
Illinois
$4.38M
BI
2145
Ballast Inc
Kentucky
$4.37M
QC
2146
Quent Capital
New York
$4.37M
GP
2147
Greenline Partners
New York
$4.37M
FDS
2148
First Dallas Securities
Texas
$4.36M
BCM
2149
Beck Capital Management
Texas
$4.36M
LCGC
2150
Legacy Capital Group California
California
$4.35M