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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
BCA
2601
Bay Capital Advisors
Virginia
$2.66M
PWM
2602
Paulson Wealth Management
Illinois
$2.66M
Capstone Investment Advisors
2603
Capstone Investment Advisors
New York
$2.66M
GIM
2604
Guardian Investment Management
California
$2.66M
FVWA
2605
Foster Victor Wealth Advisors
South Carolina
$2.66M
LFP
2606
Lakeshore Financial Planning
Michigan
$2.66M
FNBSF
2607
First National Bank Sioux Falls
South Dakota
$2.65M
DWM
2608
Defined Wealth Management
Oregon
$2.65M
CIC
2609
Cornercap Investment Counsel
Georgia
$2.65M
WLPWM
2610
Walled Lake Planning & Wealth Management
Illinois
$2.65M
GF
2611
Gries Financial
Ohio
$2.65M
OCM
2612
Orion Capital Management
California
$2.65M
FCB
2613
First County Bank
Connecticut
$2.65M
CSB
2614
City State Bank
Iowa
$2.65M
AB
2615
ANB Bank
Colorado
$2.64M
GCC
2616
Game Creek Capital
Massachusetts
$2.64M
RA
2617
RoundAngle Advisors
New Jersey
$2.64M
RCA
2618
Roberts Capital Advisors
Colorado
$2.64M
EFM
2619
Eley Financial Management
Vermont
$2.64M
IJWM
2620
Inman Jager Wealth Management
Mississippi
$2.63M
MSCM
2621
McElhenny Sheffield Capital Management
Texas
$2.63M
LF
2622
Lantz Financial
Illinois
$2.63M
BSSFA
2623
Baron Silver Stevens Financial Advisors
Florida
$2.63M
BI
2624
Bolthouse Investments
California
$2.62M
VWM
2625
Vigilare Wealth Management
Arizona
$2.62M