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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
GAG
4676
Goodman Advisory Group
Massachusetts
$29.3K
HAP
4677
Harbor Asset Planning
Massachusetts
$28.7K
ATC
4678
Advantage Trust Company
Kansas
$28.4K
WW
4679
Winnow Wealth
Texas
$28.1K
HIA
4680
HFM Investment Advisors
New Jersey
$27.4K
FG
4681
Fairman Group
Pennsylvania
$24.5K
PIS
4682
POM Investment Strategies
North Carolina
$24K
AIP
4683
Alexis Investment Partners
Texas
$22.4K
JFG
4684
JDM Financial Group
Texas
$20.5K
CFS
4685
Compass Financial Services
Iowa
$17.3K
PS
4686
PayPay Securities
Japan
$17K
CWM
4687
Cedar Wealth Management
California
$16.1K
MDA
4688
Minot DeBlois Advisors
Massachusetts
$15.8K
LFA
4689
LGT Financial Advisors
Texas
$14.2K
T
4690
Transce3nd
Texas
$12.7K
CJ
4691
Caitlin John
Michigan
$12.4K
FF
4692
Friedenthal Financial
New Jersey
$10.4K
KHC
4693
Koesten Hirschmann & Crabtree
Kansas
$9.72K
EFMH
4694
E Fund Management (HK)
Hong Kong
$8.2K
TIAAOA
4695
Teachers Insurance & Annuity Association of America
New York
$6.94K
BAM
4696
BLKBRD Asset Management
Connecticut
$5.68K
FS
4697
Financially Speaking
Colorado
$4.73K
SIP
4698
Sellwood Investment Partners
Oregon
$4.1K
IA
4699
IFS Advisors
Kansas
$3.56K
BGWM
4700
Bridge Generations Wealth Management
Florida
$1.26K