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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
PCM
3901
Pennsylvania Capital Management
Pennsylvania
$589K
AM
3902
Atwater Malick
Pennsylvania
$587K
OPWM
3903
Oxinas Partners Wealth Management
Indiana
$587K
DFA
3904
DHJJ Financial Advisors
Illinois
$587K
CFP
3905
Comprehensive Financial Planning
Pennsylvania
$586K
WBCM
3906
Wilson & Boucher Capital Management
California
$584K
RAM
3907
Riggs Asset Management
Pennsylvania
$584K
JHC
3908
J. Hagan Capital
Kentucky
$584K
WHCI
3909
W.H. Cornerstone Investments
Massachusetts
$584K
SOAG
3910
Silver Oak Advisory Group
Oregon
$583K
CCP
3911
Cushing Capital Partners
Wisconsin
$582K
GFA
3912
Gladwyn Financial Advisors
Virginia
$582K
EA
3913
Echo45 Advisors
California
$581K
BAWM
3914
Bennett Associates Wealth Management
Pennsylvania
$581K
DWM
3915
Denver Wealth Management
Colorado
$580K
ACM
3916
Aquatic Capital Management
Illinois
$578K
SC
3917
Schiavi & Co
Delaware
$577K
SFS
3918
Sharp Financial Services
Pennsylvania
$576K
ARMT
3919
Amica Retiree Medical Trust
Rhode Island
$575K
FIC
3920
Family Investment Center
Missouri
$574K
AFA
3921
American Financial Advisors
Georgia
$573K
MFA
3922
Morling Financial Advisors
California
$572K
BF
3923
Brogan Financial
Tennessee
$572K
HA
3924
Helium Advisors
Washington
$572K
BOSSRA
3925
B.O.S.S. Retirement Advisors
Utah
$571K