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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
SI
2876
Seeds Investor
New York
$1.94M
NWA
2877
Navis Wealth Advisors
New York
$1.94M
HFS
2878
Howard Financial Services
Texas
$1.94M
MWM
2879
MinichMacGregor Wealth Management
New York
$1.93M
BPFA
2880
Barnes Pettey Financial Advisors
Mississippi
$1.93M
TFP
2881
Tilia Fiduciary Partners
North Carolina
$1.93M
GS
2882
GWN Securities
Florida
$1.93M
MF
2883
Montis Financial
Massachusetts
$1.93M
BM
2884
Berman McAleer
Maryland
$1.93M
SL
2885
Sentry LLC
Tennessee
$1.92M
FC
2886
Fjell Capital
North Dakota
$1.92M
ATS
2887
Ashton Thomas Securities
New York
$1.92M
HWA
2888
HMV Wealth Advisors
Louisiana
$1.92M
DI
2889
Diligent Investors
California
$1.92M
SFM
2890
Systematic Financial Management
New Jersey
$1.92M
NFG
2891
Nadler Financial Group
Illinois
$1.92M
BRG
2892
Bay Rivers Group
Virginia
$1.91M
CAGAS
2893
Capital Advisory Group Advisory Services
Minnesota
$1.91M
MFGM
2894
Marshall Financial Group (Maryland)
Maryland
$1.91M
SFP
2895
Sandbox Financial Partners
Maryland
$1.91M
NMG
2896
New Millennium Group
Utah
$1.9M
LPAM
2897
Lodestar Private Asset Management
California
$1.9M
DLHL
2898
Donald L. Hagan LLC
Florida
$1.9M
CCP
2899
Cassia Capital Partners
North Carolina
$1.9M
ATI
2900
ARK & TLK Investments
Oklahoma
$1.89M