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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
FCFC
2351
First Citizens Financial Corp
Iowa
$3.41M
UCB
2352
United Community Bank
South Carolina
$3.41M
FWM
2353
Focused Wealth Management
New York
$3.41M
SCG
2354
Sonata Capital Group
Washington
$3.41M
LIM
2355
Letson Investment Management
Georgia
$3.4M
KNW
2356
Kesler Norman & Wride
Utah
$3.4M
SEEDPG
2357
S.E.E.D. Planning Group
New York
$3.4M
FFC
2358
First Financial Corp
Indiana
$3.39M
Members Trust
2359
Members Trust
Florida
$3.39M
SIS
2360
Sound Income Strategies
Florida
$3.39M
CA
2361
Continental Advisors
Utah
$3.39M
CPRC
2362
Consolidated Portfolio Review Corp
New York
$3.39M
BA
2363
Birinyi Associates
Connecticut
$3.38M
BC
2364
Barrett & Company
Rhode Island
$3.37M
VNA
2365
Valley National Advisers
Pennsylvania
$3.37M
CCA
2366
Childress Capital Advisors
Texas
$3.37M
GCM
2367
GKV Capital Management
California
$3.36M
BHA
2368
Beech Hill Advisors
New York
$3.36M
BIA
2369
Bigelow Investment Advisors
Maine
$3.36M
FCAS
2370
First Command Advisory Services
Texas
$3.36M
MW
2371
MBL Wealth
North Carolina
$3.36M
SSA
2372
Sierra Summit Advisors
Nevada
$3.35M
RIM
2373
RW Investment Management
Idaho
$3.35M
6F
2374
626 Financial
Michigan
$3.35M
SC
2375
Shuttleworth & Co
Ohio
$3.34M