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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
MA
3551
MKT Advisors
California
$897K
AIS
3552
American Investment Services
Massachusetts
$895K
MPIA
3553
Milestones Private Investment Advisors
New York
$893K
HFS
3554
Heritage Financial Services
Massachusetts
$893K
OCM
3555
Objective Capital Management
Ohio
$890K
VFP
3556
Verus Financial Partners
Virginia
$888K
HI
3557
Harrington Investments
California
$888K
HFM
3558
Harvest Fund Management
China
$886K
CFG
3559
Copley Financial Group
California
$886K
B
3560
Bensler
Washington
$886K
TCM
3561
Thoma Capital Management
Maryland
$886K
CRIG
3562
Charter Research & Investment Group
Connecticut
$884K
MPAM
3563
Murphy Pohlad Asset Management
Minnesota
$883K
SGDR
3564
SPX Gestao de Recursos
Brazil
$883K
IWM
3565
Integris Wealth Management
California
$883K
C1AG
3566
Client 1st Advisory Group
Florida
$882K
BAM
3567
Broyhill Asset Management
North Carolina
$881K
WWG
3568
West Wealth Group
California
$881K
OCG
3569
Opus Capital Group
Ohio
$880K
BL
3570
Balentine LLC
Georgia
$879K
FCM
3571
Fortis Capital Management
Washington
$879K
PAG
3572
Paladin Advisory Group
Iowa
$878K
CWA
3573
Centerline Wealth Advisors
Kentucky
$878K
SA
3574
Strategic Advocates
Utah
$878K
SG Americas Securities
3575
SG Americas Securities
New York
$877K