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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
PIA
4501
Petredis Investment Advisors
Pennsylvania
$236K
BFP
4502
Briaud Financial Planning
Texas
$236K
MFA
4503
Millington Financial Advisors
Illinois
$235K
T
4504
Tidemark
California
$235K
HPA
4505
High Probability Advisors
New York
$234K
SIM
4506
Synergy Investment Management
Florida
$234K
FPTW
4507
Franklin, Parlapiano, Turner & Welch
Texas
$234K
ACA
4508
Aspire Capital Advisors
Washington
$233K
GCM
4509
Gator Capital Management
Florida
$233K
CCM
4510
Chaney Capital Management
Washington
$233K
RC
4511
Rahlfs Capital
Texas
$233K
AWP
4512
Accretive Wealth Partners
New Jersey
$232K
PFA
4513
Providence Financial Advisors
Kansas
$231K
NWM
4514
Navigoe Wealth Management
California
$229K
GBA
4515
Garrison Bradford & Associates
New York
$229K
CPW
4516
Crestmont Private Wealth
Texas
$228K
PFM
4517
Peak Financial Management
Massachusetts
$228K
GPW
4518
Gray Private Wealth
Massachusetts
$227K
SB
4519
Semitam Bonam
New York
$226K
FH
4520
Financial Harvest
Florida
$225K
SFA
4521
Seneca Financial Advisors
New York
$225K
TSW
4522
Three Seasons Wealth
Utah
$225K
AWMNY
4523
Arcadia Wealth Management (New York)
New York
$224K
WAM
4524
WFA Asset Management
Wisconsin
$223K
CWA
4525
Cornerstone Wealth Advisors
Minnesota
$223K