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JPMorgan Chase

4,680 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, 2,091 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
4,680
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
TCM
4476
Tran Capital Management
California
$238K
NBWM
4477
North Berkeley Wealth Management
California
$238K
CISOA
4478
Capital Investment Services of America
Wisconsin
$237K
CEI
4479
Clark Estates Inc
New York
$237K
OWCM
4480
One Wealth Capital Management
Arizona
$236K
PIA
4481
Petredis Investment Advisors
Pennsylvania
$236K
BFP
4482
Briaud Financial Planning
Texas
$236K
MFA
4483
Millington Financial Advisors
Illinois
$235K
T
4484
Tidemark
California
$235K
HPA
4485
High Probability Advisors
New York
$234K
SIM
4486
Synergy Investment Management
Florida
$234K
FPTW
4487
Franklin, Parlapiano, Turner & Welch
Texas
$234K
ACA
4488
Aspire Capital Advisors
Washington
$233K
GCM
4489
Gator Capital Management
Florida
$233K
CCM
4490
Chaney Capital Management
Washington
$233K
RC
4491
Rahlfs Capital
Texas
$233K
AWP
4492
Accretive Wealth Partners
New Jersey
$232K
PFA
4493
Providence Financial Advisors
Kansas
$231K
NWM
4494
Navigoe Wealth Management
California
$229K
GBA
4495
Garrison Bradford & Associates
New York
$229K
CPW
4496
Crestmont Private Wealth
Texas
$228K
PFM
4497
Peak Financial Management
Massachusetts
$228K
GPW
4498
Gray Private Wealth
Massachusetts
$227K
SB
4499
Semitam Bonam
New York
$226K
FH
4500
Financial Harvest
Florida
$225K