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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
MGAM
4301
McGowan Group Asset Management
Texas
$333K
CFM
4302
Comprehensive Financial Management
California
$332K
OWA
4303
ORBA Wealth Advisors
Illinois
$332K
CMTU
4304
Capital Markets Trading (UK)
United Kingdom
$331K
PA
4305
Prossimo Advisors
California
$331K
SFM
4306
Stack Financial Management
Montana
$330K
PSP
4307
Pacific Sage Partners
Washington
$330K
CCA
4308
Conservest Capital Advisors
Pennsylvania
$330K
CA
4309
Claris Advisors
Missouri
$327K
4WM
4310
4J Wealth Management
Virginia
$327K
HA
4311
HFG Advisors
Ohio
$326K
ARG
4312
Advisory Resource Group
Oklahoma
$326K
PIA
4313
Panoramic Investment Advisors
Colorado
$325K
CCM
4314
Cloud Capital Management
Washington
$325K
UFPG
4315
United Financial Planning Group
New York
$325K
AAM
4316
Austin Asset Management
Texas
$324K
BWA
4317
BlueChip Wealth Advisors
Georgia
$322K
LAMC
4318
Longview Asset Management (California)
California
$320K
CCAL
4319
City Center Advisors LLC
Michigan
$320K
MA
4320
MAS Advisors
Florida
$320K
W
4321
WorthPointe
California
$320K
EPAM
4322
Evelyn Partners Asset Management
$320K
FGG
4323
Financial Guidance Group
Florida
$319K
SMF
4324
Sterling Manor Financial
New York
$319K
BWM
4325
Brickley Wealth Management
California
$319K