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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
AI
3601
AXS Investments
New York
$852K
IG
3602
IFS Group
Pennsylvania
$851K
RCA
3603
Riverview Capital Advisers
Massachusetts
$850K
FSA
3604
Financial Security Advisor
Virginia
$848K
LAMNM
3605
Longview Asset Management (New Mexico)
New Mexico
$848K
MAM
3606
Morse Asset Management
Connecticut
$848K
WFPG
3607
Waller Financial Planning Group
Ohio
$846K
OFO
3608
OneAscent Family Office
Alabama
$846K
IWP
3609
Insight Wealth Partners
Texas
$845K
DA
3610
Detalus Advisors
Missouri
$844K
DFG
3611
Dupree Financial Group
Kentucky
$844K
IIA
3612
ICW Investment Advisors
Arizona
$844K
RIP
3613
RAM Investment Partners
Washington
$844K
RIS
3614
Richmond Investment Services
Wisconsin
$843K
HIW
3615
Holos Integrated Wealth
Pennsylvania
$843K
KBG
3616
Kahn Brothers Group
New York
$842K
AIA
3617
Accelerate Investment Advisors
California
$841K
HA
3618
HC Advisors
Georgia
$841K
VWA
3619
VSM Wealth Advisory
Maryland
$840K
FFG
3620
Fortress Financial Group
Minnesota
$839K
CWM
3621
Cherrydale Wealth Management
New Jersey
$837K
NICM
3622
Neo Ivy Capital Management
New York
$835K
GB
3623
Goepper Burkhardt
South Carolina
$835K
CW
3624
Code Waechter
Florida
$834K
LBC
3625
Leigh Baldwin & Co
New York
$834K