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JPMorgan Chase

4,697 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, 2,102 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943911 (-32)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
911
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
WAS
1326
Wealth Advisory Solutions
Indiana
$11.3M
HCM
1327
Howland Capital Management
Massachusetts
$11.3M
JSW
1328
Journey Strategic Wealth
New Jersey
$11.3M
AWM
1329
Accurate Wealth Management
Florida
$11.2M
QI
1330
Qtron Investments
Massachusetts
$11.2M
HW
1331
HORAN Wealth
Ohio
$11.2M
GFA
1332
Gifford Fong Associates
California
$11.1M
MA
1333
McBroom & Associates
Nevada
$11.1M
WAM
1334
Werlinich Asset Management
Connecticut
$11.1M
ALC
1335
Alexander Labrunerie & Co
Missouri
$11.1M
RCA
1336
Resonant Capital Advisors
Wisconsin
$11.1M
P
1337
Paradiem
Louisiana
$11.1M
HCM
1338
Hilton Capital Management
New York
$11.1M
BWL
1339
Bogart Wealth LLC
Virginia
$11.1M
Koshinski Asset Management
1340
Koshinski Asset Management
Illinois
$11.1M
SAI
1341
Savvy Advisors Inc
New York
$11M
BB
1342
Berkshire Bank
Massachusetts
$11M
AAM
1343
Augustine Asset Management
Florida
$11M
SCP
1344
Sandhill Capital Partners
New York
$11M
JF
1345
Jump Financial
Illinois
$11M
EM
1346
Excalibur Management
Massachusetts
$11M
SFI
1347
SPC Financial Inc
Maryland
$11M
BL
1348
BCWM LLC
Kansas
$11M
SW
1349
Simplicity Wealth
New Jersey
$10.9M
BRM
1350
Boston Research & Management
Massachusetts
$10.9M