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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
TCCM
4376
Timber Creek Capital Management
Massachusetts
$300K
MWM
4377
Magnolia Wealth Management
Alabama
$299K
ACM
4378
Aurdan Capital Management
Pennsylvania
$299K
GAM
4379
GEM Asset Management
Michigan
$298K
FI
4380
FWG Investments
Kentucky
$298K
FRM
4381
Fox Run Management
Connecticut
$298K
CCMIC
4382
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$298K
SCA
4383
Sander Capital Advisors
Washington
$297K
WI
4384
Westbourne Investments
Virginia
$297K
KCM
4385
Kennedy Capital Management
Missouri
$296K
CQWA
4386
Chokshi & Queen Wealth Advisors
California
$295K
MFG
4387
Midwest Financial Group
Kansas
$293K
FS
4388
Ferguson Shapiro
Georgia
$292K
RPA
4389
Rock Point Advisors
Vermont
$292K
HSWS
4390
Higgins & Schmidt Wealth Strategies
Colorado
$292K
MAA
4391
Mraz Amerine & Associates
California
$291K
VW
4392
Veridan Wealth
Oregon
$290K
EWA
4393
Elevate Wealth Advisory
Georgia
$290K
CMMS
4394
Comprehensive Money Management Services
Florida
$289K
UI
4395
Unconventional Investor
New Hampshire
$289K
PWM
4396
PMG Wealth Management
Illinois
$287K
RIM
4397
Reliant Investment Management
Tennessee
$287K
HCRE
4398
Hoya Capital Real Estate
Connecticut
$287K
FLP
4399
Financial Life Planners
Arizona
$286K
AWM
4400
Act Wealth Management
Texas
$286K