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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
Blackstone Inc
3726
Blackstone Inc
New York
$722K
MAP
3727
Moody Aldrich Partners
Massachusetts
$720K
FGI
3728
Foresight Global Investors
New York
$719K
WWA
3729
Wisconsin Wealth Advisors
Wisconsin
$718K
4A
3730
4Wealth Advisors
Illinois
$717K
SA
3731
Sonoma Allocations
California
$716K
BHWM
3732
Beaird Harris Wealth Management
Texas
$715K
RPGNY
3733
Retirement Planning Group (New York)
New York
$715K
ICM
3734
Intrepid Capital Management
Florida
$714K
PI
3735
Parkside Investments
Illinois
$709K
WP
3736
Waycross Partners
Kentucky
$709K
MCM
3737
M1 Capital Management
Michigan
$708K
AIA
3738
Arbor Investment Advisors
North Carolina
$707K
SM
3739
Sensible Money
Arizona
$706K
SFC
3740
Sprinkle Financial Consultants
Colorado
$705K
WCM
3741
Wealthcare Capital Management
Virginia
$703K
CGH
3742
CMG Global Holdings
Texas
$702K
KWA
3743
Kellett Wealth Advisors
Ohio
$702K
DHC
3744
Drum Hill Capital
Connecticut
$702K
EMAM
3745
Encompass More Asset Management
California
$701K
STB
3746
S&T Bank
Pennsylvania
$699K
EA
3747
Efficient Advisors
Ohio
$698K
WA
3748
Waterford Advisors
New York
$698K
RAS
3749
RPS Advisory Solutions
Kentucky
$697K
AWP
3750
Axis Wealth Partners
Rhode Island
$697K