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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
WC
3076
Westhampton Capital
North Carolina
$1.57M
MG
3077
McHugh Group
Ohio
$1.57M
EIA
3078
Eldridge Investment Advisors
New Hampshire
$1.57M
MWM
3079
MFG Wealth Management
Indiana
$1.57M
KBFS
3080
Kohmann Bosshard Financial Services
Ohio
$1.56M
APW
3081
Aventura Private Wealth
Florida
$1.56M
BIMC
3082
Benson Investment Management Company
Virginia
$1.56M
MCM
3083
McDonough Capital Management
Florida
$1.56M
PWA
3084
Portus Wealth Advisors
North Carolina
$1.56M
WH
3085
Willner & Heller
California
$1.56M
IA
3086
Insight Advisors
Pennsylvania
$1.55M
CA
3087
Cambridge Advisors
Nebraska
$1.55M
LWM
3088
Liberty Wealth Management
California
$1.55M
VAMG
3089
Voisard Asset Management Group
Michigan
$1.54M
PAA
3090
Peregrine Asset Advisers
Oregon
$1.54M
PA
3091
PFW Advisors
Georgia
$1.54M
SWM
3092
Shelton Wealth Management
Texas
$1.54M
BW
3093
Blalock Williams
Alabama
$1.54M
MA
3094
Maxele Advisors
Missouri
$1.54M
CWG
3095
Crown Wealth Group
North Carolina
$1.54M
AAG
3096
Armstrong Advisory Group
Massachusetts
$1.53M
THCM
3097
Taylor Hoffman Capital Management
Virginia
$1.53M
PC
3098
PhiloSmith Capital
Connecticut
$1.53M
GC
3099
GatePass Capital
Ohio
$1.53M
SI
3100
Severin Investments
Missouri
$1.53M