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JPMorgan Chase

4,681 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, 1,913 increasing their positions, 2,092 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:

1.08% less ownership

Funds ownership: 72.1%71.02% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 940909 (-31)

12% less call options, than puts

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

Holders
4,681
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
CCA
4451
Corps Capital Advisors
Texas
$253K
FF
4452
Foronjy Financial
California
$252K
NCFG
4453
New Century Financial Group
New Jersey
$252K
1NWS
4454
1 North Wealth Services
Maryland
$252K
RA
4455
RiverTree Advisors
Florida
$252K
SPA
4456
Sentinel Pension Advisors
Massachusetts
$252K
SF
4457
Schaeffer Financial
Maryland
$252K
RPCA
4458
Running Point Capital Advisors
California
$251K
OC
4459
Optima Capital
Oregon
$249K
SWAG
4460
Spectrum Wealth Advisory Group
California
$248K
IWA
4461
Integrity Wealth Advisors
California
$248K
BWM
4462
BAM Wealth Management
Colorado
$248K
CFSG
4463
Clark Financial Services Group
Missouri
$247K
OWM
4464
Opes Wealth Management
California
$246K
SSIM
4465
Sheets Smith Investment Management
Texas
$246K
SWA
4466
Sightline Wealth Advisors
Connecticut
$246K
MGWA
4467
Monument Group Wealth Advisors
Massachusetts
$246K
OFP
4468
OFC Financial Planning
New Jersey
$245K
EMB
4469
Elefante Mark B
$244K
WWA
4470
Wingate Wealth Advisors
Massachusetts
$243K
NPAN
4471
Northeast Planning Associates NH
New Hampshire
$243K
PC
4472
Promus Capital
Illinois
$242K
DJYG
4473
David J. Yvars Group
Florida
$242K
EI
4474
eCIO Inc
Wisconsin
$242K
TSMHT
4475
Thurston Springer Miller Herd & Titak
Indiana
$242K