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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
PCH
2126
PGIM Custom Harvest
New Jersey
$4.47M
JFG
2127
Jefferies Financial Group
New York
$4.47M
WG
2128
Winton Group
United Kingdom
$4.46M
FFO
2129
Fiduciary Family Office
Florida
$4.46M
SN
2130
Sittner & Nelson
Oregon
$4.46M
BFA
2131
Beacon Financial Advisory
Ohio
$4.45M
WAM
2132
Weatherly Asset Management
California
$4.45M
BFIC
2133
Bedell Frazier Investment Counselling
California
$4.44M
SP
2134
SWS Partners
Ohio
$4.44M
OWM
2135
Orca Wealth Management
Florida
$4.44M
AMIM
2136
Aull & Monroe Investment Management
Alabama
$4.43M
BTD
2137
BankPlus Trust Department
Mississippi
$4.42M
SOS
2138
Silver Oak Securities
Tennessee
$4.42M
CIM
2139
CIM Investment Management
Pennsylvania
$4.41M
QI
2140
QV Investors
Alberta, Canada
$4.41M
TLCM
2141
Twin Lakes Capital Management
California
$4.4M
DI
2142
DAGCO Inc
Ohio
$4.4M
UPS
2143
UHLMANN PRICE SECURITIES
Illinois
$4.39M
BCG
2144
Breakwater Capital Group
New Jersey
$4.39M
DAM
2145
Delta Asset Management
Tennessee
$4.39M
FIM
2146
FWL Investment Management
Texas
$4.38M
HIC
2147
Hartline Investment Corp
Illinois
$4.38M
BI
2148
Ballast Inc
Kentucky
$4.37M
QC
2149
Quent Capital
New York
$4.37M
GP
2150
Greenline Partners
New York
$4.37M