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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
PGF
2851
Plan Group Financial
Oklahoma
$1.99M
TCM
2852
Tang Capital Management
California
$1.99M
LWP
2853
LeClair Wealth Partners
Ohio
$1.99M
PAG
2854
Powers Advisory Group
Illinois
$1.99M
FFA
2855
Fi3 Financial Advisors
Indiana
$1.99M
AG
2856
AmeriFlex Group
Nevada
$1.99M
RWPA
2857
Richard W. Paul & Associates
Michigan
$1.98M
AWM
2858
Activest Wealth Management
Florida
$1.98M
KIA
2859
Knollwood Investment Advisory
Maryland
$1.98M
DIP
2860
Davis Investment Partners
North Carolina
$1.98M
ECA
2861
Elevated Capital Advisors
Utah
$1.97M
G
2862
GenTrust
Florida
$1.97M
QFA
2863
Quantum Financial Advisors
California
$1.97M
DOA
2864
D'Orazio & Associates
Virginia
$1.97M
TWM
2865
Topsail Wealth Management
North Carolina
$1.96M
CCM
2866
Crew Capital Management
Ohio
$1.95M
SCA
2867
St. Clair Advisors
Ohio
$1.95M
PIMG
2868
Patriot Investment Management Group
Tennessee
$1.95M
PCA
2869
Prosperity Capital Advisors
Ohio
$1.95M
BFM
2870
Boothbay Fund Management
New York
$1.94M
GHA
2871
Granite Harbor Advisors
Texas
$1.94M
SFG
2872
Sunburst Financial Group
Alabama
$1.94M
MWM
2873
McNaughton Wealth Management
California
$1.94M
AR
2874
Advisory Research
Illinois
$1.94M
VIA
2875
Virtus Investment Advisers
Connecticut
$1.94M