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JPMorgan Chase

4,685 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 186 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
4,685
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
ACM
3126
Aspen Capital Management
Idaho
$1.47M
CAM
3127
Campion Asset Management
Virginia
$1.46M
MC
3128
Matisse Capital
Oregon
$1.46M
MWM
3129
MBE Wealth Management
Wisconsin
$1.46M
WF
3130
Whelan Financial
California
$1.46M
SPL
3131
Smart Portfolios LLC
Washington
$1.46M
TFIPS
3132
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.46M
WAG
3133
Windsor Advisory Group
Ohio
$1.46M
AIP
3134
Almanack Investment Partners
Pennsylvania
$1.45M
FAM
3135
Fairtree Asset Management
South Africa
$1.45M
FSC
3136
Full Sail Capital
Oklahoma
$1.45M
HFA
3137
Highland Financial Advisors
New Jersey
$1.45M
CFA
3138
CWS Financial Advisors
Michigan
$1.45M
GOCP
3139
Great Oak Capital Partners
Massachusetts
$1.45M
YIH
3140
Y-Intercept (HK)
Hong Kong
$1.45M
AT
3141
Avalon Trust
New Mexico
$1.44M
DPI
3142
Diversified Portfolios Inc
Michigan
$1.44M
SC
3143
Steph & Co
Wisconsin
$1.44M
MTC
3144
McDaniel Terry & Co
Texas
$1.44M
PW
3145
Pandora Wealth
Illinois
$1.43M
KW
3146
Keyvantage Wealth
Pennsylvania
$1.43M
SWM
3147
Silverlake Wealth Management
Vermont
$1.43M
CFD
3148
Creative Financial Designs
Indiana
$1.42M
SC
3149
Sykon Capital
New York
$1.42M
HC
3150
Hara Capital
Washington
$1.42M