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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
NWM
3401
Nova Wealth Management
Florida
$1.07M
NFTC
3402
North Forty Two & Co
Oregon
$1.07M
TCOO
3403
Trust Company of Oklahoma
Oklahoma
$1.07M
DSAM
3404
Dock Street Asset Management
Florida
$1.07M
TI
3405
Truxt Investmentos
Brazil
$1.07M
ACA
3406
Ackerman Capital Advisors
Texas
$1.07M
TFG
3407
Tilson Financial Group
New Jersey
$1.06M
SP
3408
SIH Partners
Delaware
$1.06M
LFA
3409
Laraway Financial Advisors
Minnesota
$1.06M
ACA
3410
American Capital Advisory
Idaho
$1.06M
ACC
3411
Acorn Creek Capital
Colorado
$1.06M
BTC
3412
Bank & Trust Company
Illinois
$1.06M
GWM
3413
Glass Wealth Management
Texas
$1.06M
IP
3414
Isthmus Partners
Wisconsin
$1.06M
OWA
3415
Outlook Wealth Advisors
Texas
$1.06M
HB
3416
Horizon Bancorp
Indiana
$1.05M
ACM
3417
AUA Capital Management
Pennsylvania
$1.05M
FA
3418
Forefront Analytics
Pennsylvania
$1.05M
T
3419
Tableaux
Massachusetts
$1.05M
BFF
3420
Byrne Financial Freedom
Massachusetts
$1.05M
KOC
3421
Koss-Olinger Consulting
Florida
$1.05M
MAM
3422
Mullooly Asset Management
New Jersey
$1.05M
CastleKeep Investment Advisors
3423
CastleKeep Investment Advisors
Connecticut
$1.05M
PFA
3424
Pathway Financial Advisors
Vermont
$1.05M
AW
3425
Apricus Wealth
South Carolina
$1.05M