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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
VCP
3176
Vista Capital Partners
Oregon
$1.36M
CIS
3177
Custom Index Systems
New York
$1.36M
VF
3178
Virtu Financial
New York
$1.36M
TFCP
3179
Twin Focus Capital Partners
Massachusetts
$1.36M
HWM
3180
Hassell Wealth Management
Louisiana
$1.36M
S
3181
Sachetta
Massachusetts
$1.36M
PAWA
3182
Palo Alto Wealth Advisors
California
$1.35M
WJA
3183
Willis Johnson & Associates
Texas
$1.35M
WAM
3184
WNY Asset Management
New York
$1.35M
TCM
3185
Towercrest Capital Management
Pennsylvania
$1.35M
SAM
3186
Secure Asset Management
Michigan
$1.35M
PCM
3187
Poehling Capital Management
Wisconsin
$1.34M
NVIM
3188
New Vernon Investment Management
Illinois
$1.34M
CFAM
3189
Center For Asset Management
Florida
$1.34M
CCA
3190
Cadent Capital Advisors
Oklahoma
$1.34M
AWMG
3191
Alliance Wealth Management Group
New Jersey
$1.34M
TIM
3192
Tevis Investment Management
Texas
$1.34M
AGA
3193
Arkos Global Advisors
Texas
$1.33M
FDW
3194
Fourth Dimension Wealth
Ohio
$1.33M
NCM
3195
Next Capital Management
New York
$1.33M
AWAP
3196
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.33M
TFG
3197
Taylor Financial Group
Virginia
$1.32M
BA
3198
Bluesphere Advisors
Pennsylvania
$1.32M
CWP
3199
Curated Wealth Partners
California
$1.32M
LK
3200
Lumbard & Kellner
New Hampshire
$1.32M