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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
CSI
3051
Cross Staff Investments
New York
$1.61M
SOW
3052
State of Wyoming
Wyoming
$1.61M
WAM
3053
Weinberger Asset Management
California
$1.6M
BWCS
3054
Beirne Wealth Consulting Services
Connecticut
$1.6M
PCM
3055
Park Capital Management
Wisconsin
$1.6M
ECM
3056
Elgethun Capital Management
South Dakota
$1.59M
V
3057
ViaWealth
Kansas
$1.59M
GPWA
3058
Great Point Wealth Advisors
Massachusetts
$1.59M
STA
3059
Smith Thornton Advisors
Alabama
$1.59M
GC
3060
Garde Capital
Washington
$1.59M
RRA
3061
Round Rock Advisors
Connecticut
$1.59M
ATFA
3062
All Terrain Financial Advisors
Minnesota
$1.59M
BAM
3063
Beaumont Asset Management
Texas
$1.59M
CWA
3064
CJM Wealth Advisers
Virginia
$1.58M
BWM
3065
Bulltick Wealth Management
Florida
$1.58M
DM
3066
Delphi Management
Massachusetts
$1.58M
OPW
3067
Oxler Private Wealth
New York
$1.58M
BAM
3068
Bayview Asset Management
Florida
$1.58M
JC
3069
JBF Capital
Colorado
$1.58M
HP
3070
Holowesko Partners
Bahamas
$1.58M
FIA
3071
FNY Investment Advisers
New York
$1.58M
WC
3072
Westhampton Capital
North Carolina
$1.57M
MG
3073
McHugh Group
Ohio
$1.57M
EIA
3074
Eldridge Investment Advisors
New Hampshire
$1.57M
MWM
3075
MFG Wealth Management
Indiana
$1.57M