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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
FRA
2576
Front Row Advisors
California
$2.71M
AF
2577
Affiance Financial
Minnesota
$2.71M
VCM
2578
Versant Capital Management
Arizona
$2.71M
CIA
2579
Citadel Investment Advisory
Ohio
$2.71M
EIA
2580
Edgemoor Investment Advisors
Maryland
$2.71M
NWAG
2581
Net Worth Advisory Group
Utah
$2.71M
CAG
2582
Centerpoint Advisory Group
Kansas
$2.71M
PWM
2583
Pinnacle Wealth Management
California
$2.7M
IIM
2584
InTrack Investment Management
Vermont
$2.7M
PWP
2585
Pursue Wealth Partners
California
$2.7M
TF
2586
TLWM Financial
Texas
$2.7M
MFG
2587
Monte Financial Group
Connecticut
$2.7M
VCM
2588
Vision Capital Management
Oregon
$2.69M
VIPI
2589
Vista Investment Partners II
Indiana
$2.69M
FPCP
2590
Fort Point Capital Partners
California
$2.68M
CMANY
2591
Capital Management Associates (New York)
New York
$2.68M
AIM
2592
Advyzon Investment Management
Illinois
$2.68M
WEG
2593
World Equity Group
Illinois
$2.67M
CL
2594
CIM LLC
New York
$2.67M
MCI
2595
MRP Capital Investments
Georgia
$2.67M
SWM
2596
Shepherd Wealth Management
Ohio
$2.67M
JFA
2597
JNBA Financial Advisors
Minnesota
$2.67M
BCA
2598
Bay Capital Advisors
Virginia
$2.66M
PWM
2599
Paulson Wealth Management
Illinois
$2.66M
Capstone Investment Advisors
2600
Capstone Investment Advisors
New York
$2.66M