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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
SOAG
3901
Silver Oak Advisory Group
Oregon
$583K
CCP
3902
Cushing Capital Partners
Wisconsin
$582K
GFA
3903
Gladwyn Financial Advisors
Virginia
$582K
EA
3904
Echo45 Advisors
California
$581K
BAWM
3905
Bennett Associates Wealth Management
Pennsylvania
$581K
DWM
3906
Denver Wealth Management
Colorado
$580K
ACM
3907
Aquatic Capital Management
Illinois
$578K
SC
3908
Schiavi & Co
Delaware
$577K
SFS
3909
Sharp Financial Services
Pennsylvania
$576K
ARMT
3910
Amica Retiree Medical Trust
Rhode Island
$575K
FIC
3911
Family Investment Center
Missouri
$574K
AFA
3912
American Financial Advisors
Georgia
$573K
MFA
3913
Morling Financial Advisors
California
$572K
BF
3914
Brogan Financial
Tennessee
$572K
HA
3915
Helium Advisors
Washington
$572K
BOSSRA
3916
B.O.S.S. Retirement Advisors
Utah
$571K
BFAG
3917
Blackston Financial Advisory Group
Florida
$571K
LFP
3918
Leeward Financial Partners
Washington
$571K
WWM
3919
WT Wealth Management
Arizona
$569K
JWM
3920
Jupiter Wealth Management
Colorado
$569K
PFA
3921
Presper Financial Architects
Ohio
$568K
TFA
3922
Toth Financial Advisory
Virginia
$565K
SHJ
3923
Sharkey, Howes & Javer
Colorado
$563K
FWM
3924
FSA Wealth Management
Massachusetts
$562K
MPCL
3925
My Personal CFO LLC
Washington
$561K