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JPMorgan Chase

4,677 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, 1,910 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
4,677
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
WOC
4626
West Oak Capital
California
$64.2K
NECFA
4627
New England Capital Financial Advisors
Connecticut
$63.5K
LWA
4628
Lowe Wealth Advisors
Maryland
$63.4K
BMC
4629
Bear Mountain Capital
Washington
$61.8K
CF
4630
Collier Financial
Colorado
$60K
PA
4631
Pineridge Advisors
Missouri
$58.1K
CG
4632
Curat Global
New Hampshire
$56.8K
MCA
4633
Midwest Capital Advisors
Michigan
$56.8K
WCM
4634
Westend Capital Management
California
$52K
VEA
4635
Virtus ETF Advisers
New York
$51.7K
ICCON
4636
Investment Counsel Company of Nevada
Nevada
$49.8K
SC
4637
Swan Capital
Florida
$47.5K
CWA
4638
Carolina Wealth Advisors
South Carolina
$47K
TFG
4639
Team Financial Group
California
$46.6K
MBFW
4640
Morton Brown Family Wealth
Pennsylvania
$42.9K
PMIM
4641
Prudent Man Investment Management
Colorado
$42.7K
BIM
4642
Breakwater Investment Management
Washington
$41.3K
HWM
4643
Horizons Wealth Management
North Carolina
$39.4K
CIR
4644
Clear Investment Research
Georgia
$38.8K
RPA
4645
Redwood Park Advisors
California
$38K
MAFA
4646
MJT & Associates Financial Advisory
Minnesota
$36K
MAS
4647
MPWM Advisory Solutions
Georgia
$35K
TPBG
4648
Turning Point Benefit Group
Maryland
$34.8K
FLFS
4649
Family Legacy Financial Solutions
North Carolina
$32.8K
1L
4650
10Elms LLP
Oklahoma
$31.5K