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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
CG
4651
Curat Global
New Hampshire
$56.8K
MCA
4652
Midwest Capital Advisors
Michigan
$56.8K
WCM
4653
Westend Capital Management
California
$52K
VEA
4654
Virtus ETF Advisers
New York
$51.7K
ICCON
4655
Investment Counsel Company of Nevada
Nevada
$49.8K
SC
4656
Swan Capital
Florida
$47.5K
CWA
4657
Carolina Wealth Advisors
South Carolina
$47K
TFG
4658
Team Financial Group
California
$46.6K
MBFW
4659
Morton Brown Family Wealth
Pennsylvania
$42.9K
PMIM
4660
Prudent Man Investment Management
Colorado
$42.7K
BIM
4661
Breakwater Investment Management
Washington
$41.3K
HWM
4662
Horizons Wealth Management
North Carolina
$39.4K
CIR
4663
Clear Investment Research
Georgia
$38.8K
RPA
4664
Redwood Park Advisors
California
$38K
MAFA
4665
MJT & Associates Financial Advisory
Minnesota
$36K
MAS
4666
MPWM Advisory Solutions
Georgia
$35K
TPBG
4667
Turning Point Benefit Group
Maryland
$34.8K
FLFS
4668
Family Legacy Financial Solutions
North Carolina
$32.8K
1L
4669
10Elms LLP
Oklahoma
$31.5K
MHIP
4670
Mountain Hill Investment Partners
New Jersey
$31.5K
GAG
4671
Goodman Advisory Group
Massachusetts
$29.3K
HAP
4672
Harbor Asset Planning
Massachusetts
$28.7K
ATC
4673
Advantage Trust Company
Kansas
$28.4K
WW
4674
Winnow Wealth
Texas
$28.1K
HIA
4675
HFM Investment Advisors
New Jersey
$27.4K