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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
RIM
3726
Rockbridge Investment Management
New York
$728K
PMIA
3727
Patrick Mauro Investment Advisor
Illinois
$727K
FAFN
3728
First Affirmative Financial Network
Colorado
$727K
NI
3729
NDVR Inc
Massachusetts
$726K
KFP
3730
Kerr Financial Planning
California
$726K
PCM
3731
Piedmont Capital Management
Montana
$725K
PWA
3732
Physician Wealth Advisors
Utah
$724K
WW
3733
Westshore Wealth
California
$722K
Blackstone Inc
3734
Blackstone Inc
New York
$722K
MAP
3735
Moody Aldrich Partners
Massachusetts
$720K
FGI
3736
Foresight Global Investors
New York
$719K
WWA
3737
Wisconsin Wealth Advisors
Wisconsin
$718K
4A
3738
4Wealth Advisors
Illinois
$717K
SA
3739
Sonoma Allocations
California
$716K
BHWM
3740
Beaird Harris Wealth Management
Texas
$715K
RPGNY
3741
Retirement Planning Group (New York)
New York
$715K
ICM
3742
Intrepid Capital Management
Florida
$714K
PI
3743
Parkside Investments
Illinois
$709K
WP
3744
Waycross Partners
Kentucky
$709K
MCM
3745
M1 Capital Management
Michigan
$708K
AIA
3746
Arbor Investment Advisors
North Carolina
$707K
SM
3747
Sensible Money
Arizona
$706K
SFC
3748
Sprinkle Financial Consultants
Colorado
$705K
WCM
3749
Wealthcare Capital Management
Virginia
$703K
CGH
3750
CMG Global Holdings
Texas
$702K