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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
RSF
3776
Rik Saylor Financial
Ohio
$680K
FPW
3777
Flywheel Private Wealth
California
$680K
GPW
3778
Genesis Private Wealth
Virginia
$680K
KFS
3779
Kelly Financial Services
Massachusetts
$680K
GCWM
3780
Graham Capital Wealth Management
District of Columbia
$679K
AWA
3781
ARQ Wealth Advisors
Arizona
$678K
CCP
3782
Clarkston Capital Partners
Michigan
$676K
GSCML
3783
Greenfield Seitz Capital Management, LLC
Texas
$672K
CFS
3784
CGC Financial Services
Oregon
$669K
CFG
3785
Compton Financial Group
Maryland
$666K
BCB
3786
Brian C. Broderick
$666K
BA
3787
Brightwater Advisory
Florida
$664K
CSA
3788
Cornerstone Select Advisors
Missouri
$664K
MAM
3789
MMA Asset Management
Pennsylvania
$663K
AIM
3790
Arcadia Investment Management
Michigan
$662K
SC
3791
Schoolcraft Capital
Colorado
$662K
OFP
3792
OLIO Financial Planning
Virginia
$661K
JA
3793
JVL Associates
Michigan
$660K
RWRC
3794
R.W. Roge & Company
New York
$658K
OA
3795
Oceanside Advisors
South Carolina
$658K
GC
3796
Guidance Capital
Kentucky
$657K
XPN
3797
XY Planning Network
Montana
$656K
VBFG
3798
Vishria Bird Financial Group
Tennessee
$655K
IPWA
3799
International Private Wealth Advisors
California
$654K
MBI
3800
May Barnhard Investments
Maryland
$653K