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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
FCM
3576
Fortis Capital Management
Washington
$879K
PAG
3577
Paladin Advisory Group
Iowa
$878K
CWA
3578
Centerline Wealth Advisors
Kentucky
$878K
SA
3579
Strategic Advocates
Utah
$878K
SG Americas Securities
3580
SG Americas Securities
New York
$877K
SW
3581
SMART Wealth
Nebraska
$877K
CFG
3582
Carter Financial Group
Illinois
$871K
HGWM
3583
Horst & Graben Wealth Management
Oregon
$870K
VC
3584
Veery Capital
Delaware
$870K
CIA
3585
Cape Investment Advisory
Georgia
$870K
AFP
3586
Alpha Financial Partners
Kentucky
$869K
CAS
3587
CTC Alternative Strategies
Illinois
$869K
DCBT
3588
Dakota Community Bank & Trust
North Dakota
$868K
SWG
3589
Summit Wealth Group
Vermont
$868K
FEG
3590
Financial Enhancement Group
Indiana
$866K
PCM
3591
Perritt Capital Management
Illinois
$865K
HCP
3592
Holt Capital Partners
Texas
$865K
IA
3593
Inspire Advisors
Idaho
$862K
AFG
3594
Arkansas Financial Group
Arkansas
$861K
CAM
3595
Claret Asset Management
Quebec, Canada
$861K
OAJ
3596
Ogorek Anthony Joseph
New York
$859K
IRC
3597
Investors Research Corp
Georgia
$859K
SIM
3598
SSI Investment Management
California
$857K
LIA
3599
Lynx Investment Advisory
District of Columbia
$854K
WLG
3600
Williamson Legacy Group
Indiana
$853K