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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
CP
3876
Castleview Partners
Texas
$605K
BAM
3877
Bosun Asset Management
Illinois
$599K
JAA
3878
Joel Adams & Associates
North Carolina
$599K
CL
3879
CVFG LLC
Indiana
$598K
PWP
3880
Parkwoods Wealth Partners
New York
$598K
CWA
3881
CogentBlue Wealth Advisors
Tennessee
$598K
RFG
3882
REAP Financial Group
Texas
$598K
NWMP
3883
Noble Wealth Management PBC
Colorado
$597K
TCM
3884
Tradewinds Capital Management
Washington
$597K
GCM
3885
Garland Capital Management
Washington
$596K
HWM
3886
HFR Wealth Management
New York
$596K
SA
3887
Stewardship Advisors
Pennsylvania
$596K
DWAM
3888
Duncan Williams Asset Management
Tennessee
$596K
LWM
3889
Laidlaw Wealth Management
New York
$595K
EF
3890
Exeter Financial
Arizona
$595K
FCMA
3891
Foresight Capital Management Advisors
Michigan
$594K
BC
3892
Broadwater Capital
Massachusetts
$593K
CM
3893
Columbus Macro
Pennsylvania
$592K
PRI
3894
Prepared Retirement Institute
Pennsylvania
$592K
SH
3895
SLT Holdings
Arizona
$592K
RFP
3896
Roth Financial Partners
Texas
$592K
BI
3897
Binnacle Investments
Iowa
$592K
DFA
3898
Davies Financial Advisors
California
$592K
GCS
3899
Gordian Capital (Singapore)
Singapore
$591K
AA
3900
Acorns Advisers
California
$591K