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JPMorgan Chase

4,696 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,101 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: 72.22%71.05% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
EP
4301
EPIQ Partners
Minnesota
$337K
TPCM
4302
Templeton & Phillips Capital Management
Tennessee
$336K
LSC
4303
Lesa Sroufe & Co
Washington
$335K
DA
4304
Dash Acquisitions
California
$335K
TCM
4305
TD Capital Management
Tennessee
$335K
SPAS
4306
Spectrum Planning & Advisory Services
California
$334K
AWM
4307
Alterna Wealth Management
Texas
$334K
LL
4308
LPWM LLC
Minnesota
$334K
PS
4309
Pinney & Scofield
Massachusetts
$334K
DWM
4310
Daner Wealth Management
Georgia
$334K
STFP
4311
Signal Tree Financial Partners
Ohio
$333K
QWM
4312
Quaker Wealth Management
New Jersey
$333K
MGAM
4313
McGowan Group Asset Management
Texas
$333K
CFM
4314
Comprehensive Financial Management
California
$332K
OWA
4315
ORBA Wealth Advisors
Illinois
$332K
CMTU
4316
Capital Markets Trading (UK)
United Kingdom
$331K
PA
4317
Prossimo Advisors
California
$331K
SFM
4318
Stack Financial Management
Montana
$330K
PSP
4319
Pacific Sage Partners
Washington
$330K
CCA
4320
Conservest Capital Advisors
Pennsylvania
$330K
CA
4321
Claris Advisors
Missouri
$327K
4WM
4322
4J Wealth Management
Virginia
$327K
HA
4323
HFG Advisors
Ohio
$326K
ARG
4324
Advisory Resource Group
Oklahoma
$326K
PIA
4325
Panoramic Investment Advisors
Colorado
$325K