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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
PSP
4351
Pacific Sage Partners
Washington
$330K
CCA
4352
Conservest Capital Advisors
Pennsylvania
$330K
CA
4353
Claris Advisors
Missouri
$327K
4WM
4354
4J Wealth Management
Virginia
$327K
HA
4355
HFG Advisors
Ohio
$326K
ARG
4356
Advisory Resource Group
Oklahoma
$326K
PIA
4357
Panoramic Investment Advisors
Colorado
$325K
CCM
4358
Cloud Capital Management
Washington
$325K
UFPG
4359
United Financial Planning Group
New York
$325K
AAM
4360
Austin Asset Management
Texas
$324K
BWA
4361
BlueChip Wealth Advisors
Georgia
$322K
LAMC
4362
Longview Asset Management (California)
California
$320K
CCAL
4363
City Center Advisors LLC
Michigan
$320K
MA
4364
MAS Advisors
Florida
$320K
W
4365
WorthPointe
California
$320K
EPAM
4366
Evelyn Partners Asset Management
$320K
FGG
4367
Financial Guidance Group
Florida
$319K
SMF
4368
Sterling Manor Financial
New York
$319K
BWM
4369
Brickley Wealth Management
California
$319K
AWM
4370
Austin Wealth Management
Texas
$318K
SF
4371
SWP Financial
California
$318K
FM
4372
Freemont Management
Switzerland
$315K
WOSD
4373
WFA of San Diego
California
$315K
CA
4374
Cumberland Advisors
Florida
$315K
MCG
4375
McCollum Christoferson Group
New York
$315K