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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
OPWM
4126
Oregon Pacific Wealth Management
Oregon
$429K
GC
4127
Gibson Capital
Pennsylvania
$429K
FPW
4128
Flagship Private Wealth
Massachusetts
$428K
AWA
4129
AmeriServ Wealth Advisors
Pennsylvania
$428K
AFS
4130
Axiom Financial Strategies
Indiana
$427K
HA
4131
Hanover Advisors
South Carolina
$427K
SBCM
4132
Silverberg Bernstein Capital Management
New York
$427K
EC
4133
Eaton-Cambridge
Arizona
$426K
AFAS
4134
Acorn Financial Advisory Services
Virginia
$426K
ACP
4135
Arcus Capital Partners
Georgia
$426K
HIM
4136
Harbour Investment Management
Washington
$424K
PFP
4137
Paragon Financial Partners
California
$424K
IWS
4138
Integrity Wealth Solutions
Colorado
$423K
PPWM
4139
PFG Private Wealth Management
Florida
$423K
VFS
4140
Valpey Financial Services
New Hampshire
$423K
BDL
4141
Banque de Luxembourg
Luxembourg
$421K
ACM
4142
Avos Capital Management
Washington
$420K
GFP
4143
Guardian Financial Partners
California
$419K
MCA
4144
Maryland Capital Advisors
Maryland
$419K
TWM
4145
Tumwater Wealth Management
Idaho
$419K
HFS
4146
Hoge Financial Services
Pennsylvania
$418K
C
4147
Covestor
United Kingdom
$417K
CPA
4148
Clear Point Advisors
New York
$417K
ZRP
4149
Zynergy Retirement Planning
New Jersey
$417K
RH
4150
RFG Holdings
Texas
$415K