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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
CSI
3276
Clark & Stuart Inc
Maine
$1.23M
CF
3277
Cyr Financial
Illinois
$1.23M
SL
3278
Summitry LLC
California
$1.23M
NC
3279
North Capital
Utah
$1.22M
KWM
3280
Kingsman Wealth Management
Florida
$1.22M
SC
3281
Saturna Capital
Washington
$1.22M
HPM
3282
Hoxton Planning & Management
West Virginia
$1.22M
EC
3283
EdgeRock Capital
Colorado
$1.22M
UFF
3284
USA Financial Formulas
Michigan
$1.22M
ACA
3285
Affinity Capital Advisors
California
$1.21M
MAM
3286
Mainsail Asset Management
Alabama
$1.21M
LCM
3287
LCM Capital Management
Illinois
$1.21M
GCM
3288
Goldstream Capital Management
Hong Kong
$1.21M
CAM
3289
Creekmur Asset Management
Illinois
$1.21M
BCG
3290
Bravias Capital Group
New Jersey
$1.21M
WIM
3291
Warwick Investment Management
Texas
$1.21M
CC
3292
Cultivar Capital
Texas
$1.21M
EBSAM
3293
Eubel Brady & Suttman Asset Management
Ohio
$1.21M
BRWM
3294
Blue Rock Wealth Management
North Carolina
$1.21M
PPA
3295
Pacific Point Advisors
California
$1.21M
Q
3296
QVR
California
$1.2M
PHIC
3297
Pine Haven Investment Counsel
Massachusetts
$1.2M
BBPWM
3298
Blue Bell Private Wealth Management
Pennsylvania
$1.2M
CIAS
3299
CBIZ Investment Advisory Services
Ohio
$1.2M
VF
3300
Vawter Financial
Ohio
$1.2M