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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
AWA
3476
Arbor Wealth Advisors
Michigan
$983K
MJRIC
3477
Mogy Joel R Investment Counsel
California
$978K
Cohen & Steers
3478
Cohen & Steers
New York
$978K
BCMLT
3479
Beacon Capital Management LLC (Tennessee)
Tennessee
$977K
SWM
3480
SilverOak Wealth Management
Minnesota
$977K
MF
3481
Meridian Financial
Massachusetts
$976K
AF
3482
Atala Financial
California
$974K
PPC
3483
Pennington Partners & Co
Maryland
$973K
AA
3484
Alpha Advisors
Virginia
$972K
WAM
3485
WealthTrust Asset Management
Florida
$972K
RMC
3486
Ring Mountain Capital
California
$968K
NPPM
3487
North Point Portfolio Managers
Ohio
$967K
LWM
3488
LongView Wealth Management
Georgia
$966K
IAG
3489
Investmark Advisory Group
Connecticut
$966K
ACM
3490
Absolute Capital Management
Pennsylvania
$966K
SPW
3491
Sonoma Private Wealth
California
$964K
SAM
3492
Shikiar Asset Management
New York
$962K
TPW
3493
Tiller Private Wealth
Pennsylvania
$960K
PCMC
3494
Paragon Capital Management (Colorado)
Colorado
$960K
OIS
3495
OneAscent Investment Solutions
Alabama
$958K
WWM
3496
Westwood Wealth Management
California
$958K
CWA
3497
Clearview Wealth Advisors
Oregon
$958K
DAM
3498
Diamant Asset Management
Connecticut
$957K
HFS
3499
Hughes Financial Services
Virginia
$957K
WIA
3500
Wealthedge Investment Advisors
New York
$955K