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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
KBFS
3076
Kohmann Bosshard Financial Services
Ohio
$1.56M
BIMC
3077
Benson Investment Management Company
Virginia
$1.56M
MCM
3078
McDonough Capital Management
Florida
$1.56M
PWA
3079
Portus Wealth Advisors
North Carolina
$1.56M
WH
3080
Willner & Heller
California
$1.56M
IA
3081
Insight Advisors
Pennsylvania
$1.55M
CA
3082
Cambridge Advisors
Nebraska
$1.55M
LWM
3083
Liberty Wealth Management
California
$1.55M
VAMG
3084
Voisard Asset Management Group
Michigan
$1.54M
PAA
3085
Peregrine Asset Advisers
Oregon
$1.54M
PA
3086
PFW Advisors
Georgia
$1.54M
SWM
3087
Shelton Wealth Management
Texas
$1.54M
BW
3088
Blalock Williams
Alabama
$1.54M
MA
3089
Maxele Advisors
Missouri
$1.54M
CWG
3090
Crown Wealth Group
North Carolina
$1.54M
AAG
3091
Armstrong Advisory Group
Massachusetts
$1.53M
THCM
3092
Taylor Hoffman Capital Management
Virginia
$1.53M
PC
3093
PhiloSmith Capital
Connecticut
$1.53M
GC
3094
GatePass Capital
Ohio
$1.53M
SIL
3095
Severin Investments, LLC
Missouri
$1.53M
PW
3096
Paladin Wealth
Minnesota
$1.53M
M
3097
MATAURO
New York
$1.52M
CB
3098
Centennial Bank
Arkansas
$1.52M
MCM
3099
Mattern Capital Management
Colorado
$1.52M
LWL
3100
Leo Wealth LLC
Texas
$1.52M