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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

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

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
JCM
4126
J2 Capital Management
Michigan
$440K
MPW
4127
MGO Private Wealth
California
$439K
MC
4128
Machina Capital
France
$439K
GCM
4129
G2 Capital Management
Ohio
$435K
YCG
4130
Yeomans Consulting Group
Georgia
$435K
KWA
4131
Kondo Wealth Advisors
California
$434K
AWM
4132
Avondale Wealth Management
Texas
$434K
EW
4133
Entruity Wealth
California
$432K
MAM
4134
Marotta Asset Management
Virginia
$432K
LPP
4135
Life Planning Partners
Florida
$431K
EP
4136
Essential Planning
New Hampshire
$431K
TWM
4137
Triton Wealth Management
Arizona
$431K
EWM
4138
Endowment Wealth Management
Wisconsin
$431K
PWM
4139
Penobscot Wealth Management
Maine
$430K
OPWM
4140
Oregon Pacific Wealth Management
Oregon
$429K
GC
4141
Gibson Capital
Pennsylvania
$429K
FPW
4142
Flagship Private Wealth
Massachusetts
$428K
AWA
4143
AmeriServ Wealth Advisors
Pennsylvania
$428K
AFS
4144
Axiom Financial Strategies
Indiana
$427K
HA
4145
Hanover Advisors
South Carolina
$427K
SBCM
4146
Silverberg Bernstein Capital Management
New York
$427K
EC
4147
Eaton-Cambridge
Arizona
$426K
AFAS
4148
Acorn Financial Advisory Services
Virginia
$426K
ACP
4149
Arcus Capital Partners
Georgia
$426K
HIM
4150
Harbour Investment Management
Washington
$424K