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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
BF
2976
Baring Financial
Washington
$1.73M
BWA
2977
Burt Wealth Advisors
Maryland
$1.73M
PAS
2978
PKS Advisory Services
New York
$1.73M
HFA
2979
Hutchinson Financial Advisors
Virginia
$1.73M
CB
2980
Cooke & Bieler
Pennsylvania
$1.73M
VAM
2981
Virtue Asset Management
Illinois
$1.73M
SPWM
2982
Spartan Planning & Wealth Management
North Carolina
$1.72M
ES
2983
Eagle Strategies
New York
$1.72M
AA
2984
AJ Advisors
Tennessee
$1.72M
HCA
2985
Heck Capital Advisors
Wisconsin
$1.72M
SIC
2986
Sage Investment Counsel
Tennessee
$1.72M
JCM
2987
Jacobsen Capital Management
Utah
$1.72M
FFL
2988
Future Fund LLC
Illinois
$1.71M
CCA
2989
Cravens & Co Advisors
Tennessee
$1.71M
GSAM
2990
Grant Street Asset Management
Pennsylvania
$1.71M
WWC
2991
Waypoint Wealth Counsel
Georgia
$1.7M
RL
2992
Rogco LP
Oklahoma
$1.7M
LAS
2993
LWM Advisory Services
Florida
$1.7M
OFS
2994
Oldfather Financial Services
Nebraska
$1.7M
CAIMH
2995
Central Asset Investments & Management Holdings
Hong Kong
$1.7M
LAI
2996
Legal Advantage Investments
California
$1.7M
SSA
2997
Schonfeld Strategic Advisors
New York
$1.69M
GSIAS
2998
Garden State Investment Advisory Services
New Jersey
$1.69M
NWA
2999
New World Advisors
Massachusetts
$1.69M
PWM
3000
Proathlete Wealth Management
Florida
$1.69M