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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
SC
3801
Schoolcraft Capital
Colorado
$662K
AIM
3802
Arcadia Investment Management
Michigan
$662K
OFP
3803
OLIO Financial Planning
Virginia
$661K
JA
3804
JVL Associates
Michigan
$660K
RWRC
3805
R.W. Roge & Company
New York
$658K
OA
3806
Oceanside Advisors
South Carolina
$658K
GC
3807
Guidance Capital
Kentucky
$657K
XPN
3808
XY Planning Network
Montana
$656K
VBFG
3809
Vishria Bird Financial Group
Tennessee
$655K
IPWA
3810
International Private Wealth Advisors
California
$654K
MBI
3811
May Barnhard Investments
Maryland
$653K
SC
3812
SummitTX Capital
Texas
$653K
SWMG
3813
Signature Wealth Management Group
Georgia
$651K
CCIA
3814
Cherry Creek Investment Advisors
Colorado
$650K
SFFS
3815
Stonehage Fleming Financial Services
Jersey
$650K
FF
3816
Friday Financial
Iowa
$650K
BMCM
3817
Burns Matteson Capital Management
New York
$650K
CYG
3818
Clean Yield Group
Vermont
$650K
LAM
3819
Lakewood Asset Management
Illinois
$650K
ACM
3820
Ascent Capital Management
Oregon
$649K
WAN
3821
Wealth Advisors Northwest
Oregon
$649K
RA
3822
Riverstone Advisors
Texas
$648K
BWA
3823
Bestgate Wealth Advisors
Maryland
$647K
CWMP
3824
Clarion Wealth Managment Partners
Virginia
$646K
CFO
3825
Capitol Family Office
Oregon
$645K