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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
CC
2776
Copperleaf Capital
North Carolina
$2.16M
TW
2777
Traveka Wealth
California
$2.16M
BIA
2778
Beacon Investment Advisors
Maryland
$2.15M
MWPCG
2779
Measured Wealth Private Client Group
New Hampshire
$2.15M
FA
2780
Fountainhead AM
New Jersey
$2.15M
CFG
2781
Carr Financial Group
Massachusetts
$2.15M
MWM
2782
Maridea Wealth Management
New York
$2.15M
AGA
2783
Accuvest Global Advisors
Utah
$2.15M
WC
2784
Winmill & Co
New York
$2.14M
HBS
2785
Howard Bailey Securities
Indiana
$2.14M
WA
2786
Westfuller Advisors
New York
$2.14M
KHCM
2787
Kirtland Hills Capital Management
Ohio
$2.14M
RFG
2788
RFP Financial Group
Georgia
$2.13M
BW
2789
BXM Wealth
Colorado
$2.13M
TC
2790
TFR Capital
Texas
$2.13M
AGC
2791
Aspen Grove Capital
Colorado
$2.13M
HFA
2792
High Falls Advisors
New York
$2.12M
AWA
2793
AGH Wealth Advisors
Kansas
$2.12M
WB
2794
West Bancorporation
Iowa
$2.12M
ME
2795
McIlrath & Eck
Washington
$2.12M
MFG
2796
Menard Financial Group
Texas
$2.12M
RWM
2797
Revisor Wealth Management
Ohio
$2.12M
Optiver Holding
2798
Optiver Holding
Netherlands
$2.12M
PP
2799
Patron Partners
Texas
$2.12M
SPF
2800
South Plains Financial
Texas
$2.12M