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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
WDG
2701
Wealth Dimensions Group
Ohio
$2.4M
SC
2702
Saiph Capital
New Jersey
$2.4M
CPG
2703
Cornerstone Planning Group
New Jersey
$2.39M
SAA
2704
Southeast Asset Advisors
Georgia
$2.39M
BIA
2705
Benchmark Investment Advisors
Illinois
$2.39M
GTAM
2706
Global Trust Asset Management
Florida
$2.39M
FAG
2707
Fortitude Advisory Group
Washington
$2.39M
KCM
2708
KRS Capital Management
Michigan
$2.38M
RPSA
2709
Richard P. Slaughter Associates
Texas
$2.37M
BF
2710
bLong Financial
Tennessee
$2.37M
GPA
2711
Garrison Point Advisors
California
$2.37M
PA
2712
Promethium Advisors
Maryland
$2.37M
CASB
2713
Cape Ann Savings Bank
Massachusetts
$2.37M
BWG
2714
Berry Wealth Group
Texas
$2.37M
PRP
2715
Peak Retirement Planning
Ohio
$2.36M
CPM
2716
Connective Portfolio Management
New York
$2.36M
OPWM
2717
Oakwell Private Wealth Management
Texas
$2.36M
CBT
2718
CoreFirst Bank & Trust
Kansas
$2.36M
CP
2719
Covenant Partners
Tennessee
$2.35M
FCG
2720
Fielder Capital Group
Tennessee
$2.35M
AWM
2721
Aviso Wealth Management
Washington
$2.35M
CC
2722
Commons Capital
Massachusetts
$2.35M
SLG
2723
Stanley-Laman Group
Pennsylvania
$2.35M
FOA
2724
Five Oceans Advisors
California
$2.34M
MAM
2725
McLean Asset Management
Virginia
$2.34M