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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
BFS
3576
Burkett Financial Services
South Carolina
$898K
LFA
3577
Level Financial Advisors
New York
$897K
MA
3578
MKT Advisors
California
$897K
AIS
3579
American Investment Services
Massachusetts
$895K
MPIA
3580
Milestones Private Investment Advisors
New York
$893K
HFS
3581
Heritage Financial Services
Massachusetts
$893K
OCM
3582
Objective Capital Management
Ohio
$890K
VFP
3583
Verus Financial Partners
Virginia
$888K
HI
3584
Harrington Investments
California
$888K
HFM
3585
Harvest Fund Management
China
$886K
CFG
3586
Copley Financial Group
California
$886K
B
3587
Bensler
Washington
$886K
TCM
3588
Thoma Capital Management
Maryland
$886K
CRIG
3589
Charter Research & Investment Group
Connecticut
$884K
MPAM
3590
Murphy Pohlad Asset Management
Minnesota
$883K
SGDR
3591
SPX Gestao de Recursos
Brazil
$883K
CWP
3592
Clark Wealth Partners
Illinois
$883K
IWM
3593
Integris Wealth Management
California
$883K
C1AG
3594
Client 1st Advisory Group
Florida
$882K
BAM
3595
Broyhill Asset Management
North Carolina
$881K
WWG
3596
West Wealth Group
California
$881K
OCG
3597
Opus Capital Group
Ohio
$880K
BL
3598
Balentine LLC
Georgia
$879K
FCM
3599
Fortis Capital Management
Washington
$879K
PAG
3600
Paladin Advisory Group
Iowa
$878K