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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
BIS
4551
BG Investment Services
Guam
$215K
AFWM
4552
Abich Financial Wealth Management
Virginia
$214K
SIA
4553
Spectrum Investment Advisors
Wisconsin
$213K
ACM
4554
Andina Capital Management
Utah
$213K
SP
4555
Sequent Planning
Nebraska
$213K
TBC
4556
Ted Buchan & Co
California
$213K
B
4557
BetterWealth
California
$213K
GWM
4558
Greenhouse Wealth Management
Connecticut
$213K
BC
4559
Brio Consultants
California
$212K
TR
4560
Tepp RIA
New Jersey
$212K
GCM
4561
Generation Capital Management
New York
$212K
GWMI
4562
Guardian Wealth Management (Illinois)
Illinois
$212K
SFP
4563
Strategic Financial Partners
Oregon
$211K
CCM
4564
Carderock Capital Management
Maryland
$211K
KRW
4565
Kaufman Rossin Wealth
Florida
$210K
CA
4566
CV Advisors
Florida
$209K
VFIC
4567
Valley Forge Investment Consultants
Pennsylvania
$209K
SG
4568
Somerset Group
Minnesota
$208K
PM
4569
Penbrook Management
New York
$208K
CP
4570
Clarendon Private
Massachusetts
$208K
PF
4571
Penney Financial
Texas
$208K
BFP
4572
Beacon Financial Planning
Massachusetts
$207K
MAV
4573
Mason & Associates (Virginia)
Virginia
$207K
CCMI
4574
Creative Capital Management Investments
California
$207K
CIM
4575
Corbyn Investment Management
Maryland
$207K