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JPMorgan Chase

4,683 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, 1,915 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
4,683
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
AL
4101
ADE LLC
Maryland
$446K
TCM
4102
Traub Capital Management
Massachusetts
$444K
NCMW
4103
Northern Capital Management (Washington)
Washington
$444K
LC
4104
Lavaca Capital
Texas
$444K
SCM
4105
Saxony Capital Management
Missouri
$442K
WCM
4106
Warburton Capital Management
Oklahoma
$442K
MRI
4107
Mad River Investors
Massachusetts
$442K
CCM
4108
Chiron Capital Management
Florida
$441K
SIM
4109
Sterling Investment Management
Arizona
$441K
IC
4110
Iconiq Capital
California
$440K
CCC
4111
Chelsea Counsel Company
California
$440K
JCM
4112
J2 Capital Management
Michigan
$440K
MPW
4113
MGO Private Wealth
California
$439K
MC
4114
Machina Capital
France
$439K
GCM
4115
G2 Capital Management
Ohio
$435K
YCG
4116
Yeomans Consulting Group
Georgia
$435K
KWA
4117
Kondo Wealth Advisors
California
$434K
AWM
4118
Avondale Wealth Management
Texas
$434K
EW
4119
Entruity Wealth
California
$432K
MAM
4120
Marotta Asset Management
Virginia
$432K
LPP
4121
Life Planning Partners
Florida
$431K
EP
4122
Essential Planning
New Hampshire
$431K
TWM
4123
Triton Wealth Management
Arizona
$431K
EWM
4124
Endowment Wealth Management
Wisconsin
$431K
PWM
4125
Penobscot Wealth Management
Maine
$430K