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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
HIG
3051
Heritage Investment Group
Florida
$1.61M
BFWA
3052
Benchmark Financial Wealth Advisors
Florida
$1.61M
SCM
3053
Sterneck Capital Management
Missouri
$1.61M
CBUSF
3054
Construction & Building Unions Superannuation Fund
Australia
$1.61M
CSI
3055
Cross Staff Investments
New York
$1.61M
SOW
3056
State of Wyoming
Wyoming
$1.61M
WAM
3057
Weinberger Asset Management
California
$1.6M
BWCS
3058
Beirne Wealth Consulting Services
Connecticut
$1.6M
PCM
3059
Park Capital Management
Wisconsin
$1.6M
ECM
3060
Elgethun Capital Management
South Dakota
$1.59M
V
3061
ViaWealth
Kansas
$1.59M
GPWA
3062
Great Point Wealth Advisors
Massachusetts
$1.59M
STA
3063
Smith Thornton Advisors
Alabama
$1.59M
GC
3064
Garde Capital
Washington
$1.59M
RRA
3065
Round Rock Advisors
Connecticut
$1.59M
ATFA
3066
All Terrain Financial Advisors
Minnesota
$1.59M
BAM
3067
Beaumont Asset Management
Texas
$1.59M
CWA
3068
CJM Wealth Advisers
Virginia
$1.58M
BWM
3069
Bulltick Wealth Management
Florida
$1.58M
DM
3070
Delphi Management
Massachusetts
$1.58M
OPW
3071
Oxler Private Wealth
New York
$1.58M
BAM
3072
Bayview Asset Management
Florida
$1.58M
HP
3073
Holowesko Partners
Bahamas
$1.58M
JC
3074
JBF Capital
Colorado
$1.58M
FIA
3075
FNY Investment Advisers
New York
$1.58M