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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
SSA
3001
Schonfeld Strategic Advisors
New York
$1.69M
GSIAS
3002
Garden State Investment Advisory Services
New Jersey
$1.69M
NWA
3003
New World Advisors
Massachusetts
$1.69M
PWM
3004
Proathlete Wealth Management
Florida
$1.69M
RCM
3005
Requisite Capital Management
Texas
$1.69M
GL
3006
Gerber LLC
Ohio
$1.69M
CG
3007
Clifford Group
Massachusetts
$1.69M
AHL
3008
Abel Hall LLC
Louisiana
$1.68M
CG
3009
Clarus Group
Texas
$1.68M
OPTFSNA
3010
Old Point Trust & Financial Services N A
Virginia
$1.68M
CAM
3011
Costello Asset Management
Pennsylvania
$1.68M
PJWM
3012
Philip James Wealth Mangement
Georgia
$1.67M
EL
3013
EWA LLC
Pennsylvania
$1.67M
KIG
3014
Kennedy Investment Group
New Jersey
$1.67M
TC
3015
Truvestments Capital
Florida
$1.67M
CAM
3016
Councilmark Asset Management
Tennessee
$1.67M
USWIA
3017
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.67M
TF
3018
Trek Financial
Arizona
$1.67M
CA
3019
Centerpoint Advisors
Massachusetts
$1.67M
LA
3020
Latitude Advisors
Florida
$1.67M
FPL
3021
Fortress Private Ledger
North Carolina
$1.66M
SCA
3022
Sulzberger Capital Advisors
Florida
$1.66M
KL
3023
KilterHowling LLC
Colorado
$1.66M
HA
3024
Hofer & Associates
California
$1.66M
PGA
3025
Portland Global Advisors
Maine
$1.66M