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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
SAA
2701
Southeast Asset Advisors
Georgia
$2.39M
BIA
2702
Benchmark Investment Advisors
Illinois
$2.39M
GTAM
2703
Global Trust Asset Management
Florida
$2.39M
FAG
2704
Fortitude Advisory Group
Washington
$2.39M
KCM
2705
KRS Capital Management
Michigan
$2.38M
RPSA
2706
Richard P. Slaughter Associates
Texas
$2.37M
BF
2707
bLong Financial
Tennessee
$2.37M
GPA
2708
Garrison Point Advisors
California
$2.37M
PA
2709
Promethium Advisors
Maryland
$2.37M
CASB
2710
Cape Ann Savings Bank
Massachusetts
$2.37M
BWG
2711
Berry Wealth Group
Texas
$2.37M
PRP
2712
Peak Retirement Planning
Ohio
$2.36M
CPM
2713
Connective Portfolio Management
New York
$2.36M
OPWM
2714
Oakwell Private Wealth Management
Texas
$2.36M
CBT
2715
CoreFirst Bank & Trust
Kansas
$2.36M
CP
2716
Covenant Partners
Tennessee
$2.35M
FCG
2717
Fielder Capital Group
Tennessee
$2.35M
AWM
2718
Aviso Wealth Management
Washington
$2.35M
CC
2719
Commons Capital
Massachusetts
$2.35M
SLG
2720
Stanley-Laman Group
Pennsylvania
$2.35M
FOA
2721
Five Oceans Advisors
California
$2.34M
MAM
2722
McLean Asset Management
Virginia
$2.34M
RHIG
2723
R.H. Investment Group
Arizona
$2.33M
RPWA
2724
Regent Peak Wealth Advisors
Georgia
$2.33M
SFG
2725
Sather Financial Group
Texas
$2.33M