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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
SC
3276
Saturna Capital
Washington
$1.22M
HPM
3277
Hoxton Planning & Management
West Virginia
$1.22M
EC
3278
EdgeRock Capital
Colorado
$1.22M
UFF
3279
USA Financial Formulas
Michigan
$1.22M
ACA
3280
Affinity Capital Advisors
California
$1.21M
MAM
3281
Mainsail Asset Management
Alabama
$1.21M
LCM
3282
LCM Capital Management
Illinois
$1.21M
GCM
3283
Goldstream Capital Management
Hong Kong
$1.21M
CAM
3284
Creekmur Asset Management
Illinois
$1.21M
BCG
3285
Bravias Capital Group
New Jersey
$1.21M
WIM
3286
Warwick Investment Management
Texas
$1.21M
CC
3287
Cultivar Capital
Texas
$1.21M
EBSAM
3288
Eubel Brady & Suttman Asset Management
Ohio
$1.21M
BRWM
3289
Blue Rock Wealth Management
North Carolina
$1.21M
PPA
3290
Pacific Point Advisors
California
$1.21M
Q
3291
QVR
California
$1.2M
PHIC
3292
Pine Haven Investment Counsel
Massachusetts
$1.2M
BBPWM
3293
Blue Bell Private Wealth Management
Pennsylvania
$1.2M
CIAS
3294
CBIZ Investment Advisory Services
Ohio
$1.2M
VF
3295
Vawter Financial
Ohio
$1.2M
PWP
3296
Prasad Wealth Partners
Ohio
$1.2M
RA
3297
Rise Advisors
New York
$1.2M
BDLIB
3298
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.2M
PA
3299
PSI Advisors
Florida
$1.2M
CAG
3300
Curtis Advisory Group
California
$1.2M