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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
CVM
2651
Cheviot Value Management
California
$2.53M
LI
2652
LVZ Inc
Michigan
$2.53M
FG
2653
Foster Group
Iowa
$2.52M
GCM
2654
GoodHaven Capital Management
New Jersey
$2.52M
CCMW
2655
Cypress Capital Management (Wyoming)
Wyoming
$2.52M
TC
2656
Touchstone Capital
Pennsylvania
$2.52M
GWS
2657
Greykasell Wealth Strategies
California
$2.52M
RF
2658
Roxbury Financial
New Jersey
$2.52M
APA
2659
Astoria Portfolio Advisors
New York
$2.52M
EWM
2660
Evergreen Wealth Management
Michigan
$2.51M
TT
2661
TI-Trust
Illinois
$2.51M
SRA
2662
Secured Retirement Advisors
Minnesota
$2.51M
HI
2663
Hendershot Investments
Virginia
$2.51M
CAM
2664
Clark Asset Management
New Hampshire
$2.5M
BIA
2665
BHK Investment Advisors
Alabama
$2.5M
OL
2666
OneFund LLC
Florida
$2.5M
MP
2667
Moment Partners
California
$2.5M
NWM
2668
Northwest Wealth Management
Iowa
$2.5M
RWP
2669
Ridgecrest Wealth Partners
California
$2.49M
OBGC
2670
O'Brien Greene & Co
Pennsylvania
$2.49M
OFS
2671
OneAscent Financial Services
Alabama
$2.49M
SC
2672
Stephens Consulting
Michigan
$2.49M
MA
2673
MBA Advisors
Pennsylvania
$2.48M
PCG
2674
PFC Capital Group
California
$2.48M
PFS
2675
Physicians Financial Services
North Carolina
$2.48M