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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
BPFA
2876
Barnes Pettey Financial Advisors
Mississippi
$1.93M
TFP
2877
Tilia Fiduciary Partners
North Carolina
$1.93M
GS
2878
GWN Securities
Florida
$1.93M
MF
2879
Montis Financial
Massachusetts
$1.93M
BM
2880
Berman McAleer
Maryland
$1.93M
SL
2881
Sentry LLC
Tennessee
$1.92M
FC
2882
Fjell Capital
North Dakota
$1.92M
ATS
2883
Ashton Thomas Securities
New York
$1.92M
HWA
2884
HMV Wealth Advisors
Louisiana
$1.92M
DI
2885
Diligent Investors
California
$1.92M
SFM
2886
Systematic Financial Management
New Jersey
$1.92M
NFG
2887
Nadler Financial Group
Illinois
$1.92M
BRG
2888
Bay Rivers Group
Virginia
$1.91M
CAGAS
2889
Capital Advisory Group Advisory Services
Minnesota
$1.91M
MFGM
2890
Marshall Financial Group (Maryland)
Maryland
$1.91M
SFP
2891
Sandbox Financial Partners
Maryland
$1.91M
NMG
2892
New Millennium Group
Utah
$1.9M
LPAM
2893
Lodestar Private Asset Management
California
$1.9M
DLHL
2894
Donald L. Hagan LLC
Florida
$1.9M
CCP
2895
Cassia Capital Partners
North Carolina
$1.9M
ATI
2896
ARK & TLK Investments
Oklahoma
$1.89M
HAI
2897
Hennessy Advisors Inc
California
$1.89M
FWI
2898
Facet Wealth Inc
Maryland
$1.89M
FPGK
2899
Financial Partners Group (Kansas)
Kansas
$1.89M
IRPL
2900
Investment Research Partners LLC
Pennsylvania
$1.89M