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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
GCM
2651
GoodHaven Capital Management
New Jersey
$2.52M
CCMW
2652
Cypress Capital Management (Wyoming)
Wyoming
$2.52M
TC
2653
Touchstone Capital
Pennsylvania
$2.52M
GWS
2654
Greykasell Wealth Strategies
California
$2.52M
RF
2655
Roxbury Financial
New Jersey
$2.52M
APA
2656
Astoria Portfolio Advisors
New York
$2.52M
EWM
2657
Evergreen Wealth Management
Michigan
$2.51M
TT
2658
TI-Trust
Illinois
$2.51M
SRA
2659
Secured Retirement Advisors
Minnesota
$2.51M
HI
2660
Hendershot Investments
Virginia
$2.51M
CAM
2661
Clark Asset Management
New Hampshire
$2.5M
BIA
2662
BHK Investment Advisors
Alabama
$2.5M
OL
2663
OneFund LLC
Florida
$2.5M
MP
2664
Moment Partners
California
$2.5M
NWM
2665
Northwest Wealth Management
Iowa
$2.5M
RWP
2666
Ridgecrest Wealth Partners
California
$2.49M
OBGC
2667
O'Brien Greene & Co
Pennsylvania
$2.49M
OFS
2668
OneAscent Financial Services
Alabama
$2.49M
SC
2669
Stephens Consulting
Michigan
$2.49M
MA
2670
MBA Advisors
Pennsylvania
$2.48M
PCG
2671
PFC Capital Group
California
$2.48M
PFS
2672
Physicians Financial Services
North Carolina
$2.48M
PWM
2673
Palacios Wealth Management
Florida
$2.48M
SR
2674
Syntax Research
Florida
$2.47M
AWM
2675
Atticus Wealth Management
Florida
$2.47M