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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
PC
4201
Prairiewood Capital
North Dakota
$385K
ZAM
4202
Zevin Asset Management
Massachusetts
$385K
BFA
4203
Brown Financial Advisory
Alabama
$384K
AWP
4204
Astra Wealth Partners
New Jersey
$384K
LAS
4205
Lloyd Advisory Services
Georgia
$383K
VIM
4206
VELA Investment Management
Ohio
$383K
PSC
4207
Prentiss Smith & Co
Vermont
$383K
VR
4208
Valued Retirements
Texas
$382K
BBW
4209
Blue Barn Wealth
Utah
$382K
FCC
4210
Flower City Capital
New York
$382K
WN
4211
Williams & Novak
California
$378K
HI
4212
Human Investing
Oregon
$378K
RRWA
4213
Rainey & Randall Wealth Advisors
Florida
$376K
CCM
4214
Cutler Capital Management
Massachusetts
$375K
NHFG
4215
New Harbor Financial Group
Massachusetts
$374K
HSWM
4216
Hubbell Strickland Wealth Management
Louisiana
$374K
VI
4217
VanderPol Investments
Michigan
$373K
PWS
4218
Precision Wealth Strategies
Missouri
$372K
FAC
4219
Financial Advisory Corporation
Michigan
$372K
BA
4220
Ballew Advisors
Mississippi
$371K
SAM
4221
Satovsky Asset Management
New York
$370K
MSWA
4222
Marshall & Sterling Wealth Advisors
New York
$370K
SA
4223
Sicart Associates
New York
$370K
QCIG
4224
Quad-Cities Investment Group
Iowa
$369K
CSIA
4225
Conrad Siegel Investment Advisors
Pennsylvania
$369K