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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
NECFA
4651
New England Capital Financial Advisors
Connecticut
$63.5K
LWA
4652
Lowe Wealth Advisors
Maryland
$63.4K
BMC
4653
Bear Mountain Capital
Washington
$61.8K
CF
4654
Collier Financial
Colorado
$60K
PA
4655
Pineridge Advisors
Missouri
$58.1K
CG
4656
Curat Global
New Hampshire
$56.8K
MCA
4657
Midwest Capital Advisors
Michigan
$56.8K
WCM
4658
Westend Capital Management
California
$52K
VEA
4659
Virtus ETF Advisers
New York
$51.7K
ICCON
4660
Investment Counsel Company of Nevada
Nevada
$49.8K
SC
4661
Swan Capital
Florida
$47.5K
CWA
4662
Carolina Wealth Advisors
South Carolina
$47K
TFG
4663
Team Financial Group
California
$46.6K
MBFW
4664
Morton Brown Family Wealth
Pennsylvania
$42.9K
PMIM
4665
Prudent Man Investment Management
Colorado
$42.7K
BIM
4666
Breakwater Investment Management
Washington
$41.3K
HWM
4667
Horizons Wealth Management
North Carolina
$39.4K
CIR
4668
Clear Investment Research
Georgia
$38.8K
RPA
4669
Redwood Park Advisors
California
$38K
MAFA
4670
MJT & Associates Financial Advisory
Minnesota
$36K
MAS
4671
MPWM Advisory Solutions
Georgia
$35K
TPBG
4672
Turning Point Benefit Group
Maryland
$34.8K
FLFS
4673
Family Legacy Financial Solutions
North Carolina
$32.8K
1L
4674
10Elms LLP
Oklahoma
$31.5K
MHIP
4675
Mountain Hill Investment Partners
New Jersey
$31.5K