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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
3901
Bosun Asset Management
Illinois
$599K
JAA
3902
Joel Adams & Associates
North Carolina
$599K
CL
3903
CVFG LLC
Indiana
$598K
PWP
3904
Parkwoods Wealth Partners
New York
$598K
CWA
3905
CogentBlue Wealth Advisors
Tennessee
$598K
RFG
3906
REAP Financial Group
Texas
$598K
NWMP
3907
Noble Wealth Management PBC
Colorado
$597K
TCM
3908
Tradewinds Capital Management
Washington
$597K
GCM
3909
Garland Capital Management
Washington
$596K
HWM
3910
HFR Wealth Management
New York
$596K
SA
3911
Stewardship Advisors
Pennsylvania
$596K
DWAM
3912
Duncan Williams Asset Management
Tennessee
$596K
LWM
3913
Laidlaw Wealth Management
New York
$595K
EF
3914
Exeter Financial
Arizona
$595K
FCMA
3915
Foresight Capital Management Advisors
Michigan
$594K
BC
3916
Broadwater Capital
Massachusetts
$593K
DCM
3917
DGS Capital Management
New Jersey
$593K
CM
3918
Columbus Macro
Pennsylvania
$592K
PRI
3919
Prepared Retirement Institute
Pennsylvania
$592K
RFP
3920
Roth Financial Partners
Texas
$592K
SH
3921
SLT Holdings
Arizona
$592K
BI
3922
Binnacle Investments
Iowa
$592K
DFA
3923
Davies Financial Advisors
California
$592K
GCS
3924
Gordian Capital (Singapore)
Singapore
$591K
AA
3925
Acorns Advisers
California
$591K