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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
3301
USA Financial Formulas
Michigan
$1.22M
ACA
3302
Affinity Capital Advisors
California
$1.21M
MAM
3303
Mainsail Asset Management
Alabama
$1.21M
LCM
3304
LCM Capital Management
Illinois
$1.21M
GCM
3305
Goldstream Capital Management
Hong Kong
$1.21M
CAM
3306
Creekmur Asset Management
Illinois
$1.21M
BCG
3307
Bravias Capital Group
New Jersey
$1.21M
WIM
3308
Warwick Investment Management
Texas
$1.21M
CC
3309
Cultivar Capital
Texas
$1.21M
EBSAM
3310
Eubel Brady & Suttman Asset Management
Ohio
$1.21M
BRWM
3311
Blue Rock Wealth Management
North Carolina
$1.21M
PPA
3312
Pacific Point Advisors
California
$1.21M
Q
3313
QVR
California
$1.2M
PHIC
3314
Pine Haven Investment Counsel
Massachusetts
$1.2M
BBPWM
3315
Blue Bell Private Wealth Management
Pennsylvania
$1.2M
CIAS
3316
CBIZ Investment Advisory Services
Ohio
$1.2M
VF
3317
Vawter Financial
Ohio
$1.2M
PWP
3318
Prasad Wealth Partners
Ohio
$1.2M
RA
3319
Rise Advisors
New York
$1.2M
BDLIB
3320
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.2M
PA
3321
PSI Advisors
Florida
$1.2M
CAG
3322
Curtis Advisory Group
California
$1.2M
FA
3323
Fiducient Advisors
Illinois
$1.2M
LGWM
3324
Litman Gregory Wealth Management
California
$1.2M
FFM
3325
Flagstone Financial Management
Nebraska
$1.19M