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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
KOC
3426
Koss-Olinger Consulting
Florida
$1.05M
MAM
3427
Mullooly Asset Management
New Jersey
$1.05M
CastleKeep Investment Advisors
3428
CastleKeep Investment Advisors
Connecticut
$1.05M
PFA
3429
Pathway Financial Advisors
Vermont
$1.05M
AW
3430
Apricus Wealth
South Carolina
$1.05M
PAW
3431
Plan A Wealth
Nebraska
$1.04M
CFO
3432
Collective Family Office
Pennsylvania
$1.04M
FAM
3433
Flaharty Asset Management
Florida
$1.04M
VW
3434
Vance Wealth
California
$1.04M
TWM
3435
TCFG Wealth Management
California
$1.04M
CHA
3436
Cooper/Haims Advisors
New York
$1.04M
PCFFS
3437
Pacific Center for Financial Services
California
$1.04M
WCG
3438
Weaver Consulting Group
California
$1.04M
PWM
3439
Partners Wealth Management
California
$1.04M
EPW
3440
Endeavor Private Wealth
Kansas
$1.03M
LIA
3441
LifePlan Investment Advisors
North Carolina
$1.03M
MC
3442
McCarthy & Cox
Ohio
$1.03M
AWM
3443
Ariadne Wealth Management
California
$1.03M
I2I
3444
Insight 2811 Inc
Illinois
$1.03M
PWM
3445
Prosperity Wealth Management
California
$1.03M
RWM
3446
RBA Wealth Management
California
$1.03M
WCM
3447
Washburn Capital Management
Florida
$1.02M
SLA
3448
Silver Lake Advisory
Utah
$1.02M
PCM
3449
Prelude Capital Management
New York
$1.02M
ADBIC
3450
A.D. Beadell Investment Counsel
Wisconsin
$1.02M