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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,684
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
JSW
1326
Journey Strategic Wealth
New Jersey
$11.3M
AWM
1327
Accurate Wealth Management
Florida
$11.2M
QI
1328
Qtron Investments
Massachusetts
$11.2M
HW
1329
HORAN Wealth
Ohio
$11.2M
GFA
1330
Gifford Fong Associates
California
$11.1M
MA
1331
McBroom & Associates
Nevada
$11.1M
WAM
1332
Werlinich Asset Management
Connecticut
$11.1M
ALC
1333
Alexander Labrunerie & Co
Missouri
$11.1M
RCA
1334
Resonant Capital Advisors
Wisconsin
$11.1M
P
1335
Paradiem
Louisiana
$11.1M
HCM
1336
Hilton Capital Management
New York
$11.1M
BWL
1337
Bogart Wealth LLC
Virginia
$11.1M
Koshinski Asset Management
1338
Koshinski Asset Management
Illinois
$11.1M
SAI
1339
Savvy Advisors Inc
New York
$11M
BB
1340
Berkshire Bank
Massachusetts
$11M
AAM
1341
Augustine Asset Management
Florida
$11M
SCP
1342
Sandhill Capital Partners
New York
$11M
JF
1343
Jump Financial
Illinois
$11M
EM
1344
Excalibur Management
Massachusetts
$11M
SFI
1345
SPC Financial Inc
Maryland
$11M
BL
1346
BCWM LLC
Kansas
$11M
SW
1347
Simplicity Wealth
New Jersey
$10.9M
BRM
1348
Boston Research & Management
Massachusetts
$10.9M
AF
1349
Advisornet Financial
Minnesota
$10.9M
TPA
1350
Trivium Point Advisory
Connecticut
$10.9M