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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
WPW
1701
Waldron Private Wealth
Pennsylvania
$7.3M
CWM
1702
Cornerstone Wealth Management
Missouri
$7.29M
AL
1703
Aspiriant LLC
California
$7.26M
EC
1704
Enhancing Capital
Pennsylvania
$7.25M
PIP
1705
Peachtree Investment Partners
Florida
$7.24M
Financial Engines Advisors
1706
Financial Engines Advisors
California
$7.24M
SF
1707
Slagle Financial
Illinois
$7.24M
RCG
1708
Regatta Capital Group
California
$7.23M
CIA
1709
Cohen Investment Advisors
New Hampshire
$7.22M
SCM
1710
Silvant Capital Management
Georgia
$7.21M
GCM
1711
Gables Capital Management
Florida
$7.21M
NPA
1712
Nichols & Pratt Advisers
Massachusetts
$7.19M
SGCA
1713
Steel Grove Capital Advisors
Tennessee
$7.19M
PDL
1714
Portfolio Design Labs
California
$7.19M
GD
1715
Grandfield & Dodd
New York
$7.17M
BEC
1716
Blue Edge Capital
Virginia
$7.17M
NG
1717
Novem Group
New York
$7.16M
SWA
1718
SOA Wealth Advisors
New York
$7.14M
SIAG
1719
Signet Investment Advisory Group
Rhode Island
$7.14M
TM
1720
TigerOak Management
New Mexico
$7.12M
FM
1721
Family Management
New York
$7.11M
SLC
1722
Second Line Capital
Louisiana
$7.11M
GCM
1723
Graham Capital Management
Connecticut
$7.1M
RCWM
1724
Royal Capital Wealth Management
Indiana
$7.09M
WC
1725
Wynn Capital
Georgia
$7.08M