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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
HPA
4501
High Probability Advisors
New York
$234K
SIM
4502
Synergy Investment Management
Florida
$234K
FPTW
4503
Franklin, Parlapiano, Turner & Welch
Texas
$234K
ACA
4504
Aspire Capital Advisors
Washington
$233K
GCM
4505
Gator Capital Management
Florida
$233K
CCM
4506
Chaney Capital Management
Washington
$233K
RC
4507
Rahlfs Capital
Texas
$233K
AWP
4508
Accretive Wealth Partners
New Jersey
$232K
PFA
4509
Providence Financial Advisors
Kansas
$231K
NWM
4510
Navigoe Wealth Management
California
$229K
GBA
4511
Garrison Bradford & Associates
New York
$229K
CPW
4512
Crestmont Private Wealth
Texas
$228K
PFM
4513
Peak Financial Management
Massachusetts
$228K
GPW
4514
Gray Private Wealth
Massachusetts
$227K
SB
4515
Semitam Bonam
New York
$226K
FH
4516
Financial Harvest
Florida
$225K
SFA
4517
Seneca Financial Advisors
New York
$225K
TSW
4518
Three Seasons Wealth
Utah
$225K
AWMNY
4519
Arcadia Wealth Management (New York)
New York
$224K
WAM
4520
WFA Asset Management
Wisconsin
$223K
CWA
4521
Cornerstone Wealth Advisors
Minnesota
$223K
FCMC
4522
Founders Capital Management (Connecticut)
Connecticut
$223K
MFS
4523
Miller Financial Services
Michigan
$223K
RIG
4524
Renaissance Investment Group
Massachusetts
$223K
SCA
4525
Stuart Chaussee & Associates
California
$222K