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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
MIM
4376
Macroview Investment Management
Maryland
$302K
NA
4377
Note Advisors
New York
$302K
CI
4378
Carroll Investors
South Carolina
$301K
CCM
4379
Check Capital Management
California
$301K
TCCM
4380
Timber Creek Capital Management
Massachusetts
$300K
MWM
4381
Magnolia Wealth Management
Alabama
$299K
ACM
4382
Aurdan Capital Management
Pennsylvania
$299K
GAM
4383
GEM Asset Management
Michigan
$298K
FI
4384
FWG Investments
Kentucky
$298K
FRM
4385
Fox Run Management
Connecticut
$298K
CCMIC
4386
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$298K
SCA
4387
Sander Capital Advisors
Washington
$297K
WI
4388
Westbourne Investments
Virginia
$297K
KCM
4389
Kennedy Capital Management
Missouri
$296K
CQWA
4390
Chokshi & Queen Wealth Advisors
California
$295K
MFG
4391
Midwest Financial Group
Kansas
$293K
FS
4392
Ferguson Shapiro
Georgia
$292K
RPA
4393
Rock Point Advisors
Vermont
$292K
HSWS
4394
Higgins & Schmidt Wealth Strategies
Colorado
$292K
MAA
4395
Mraz Amerine & Associates
California
$291K
VW
4396
Veridan Wealth
Oregon
$290K
EWA
4397
Elevate Wealth Advisory
Georgia
$290K
CMMS
4398
Comprehensive Money Management Services
Florida
$289K
UI
4399
Unconventional Investor
New Hampshire
$289K
PWM
4400
PMG Wealth Management
Illinois
$287K