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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
APG
1776
Abacus Planning Group
South Carolina
$6.73M
TLP
1777
Trinity Legacy Partners
Texas
$6.73M
RSA
1778
River Street Advisors
Illinois
$6.72M
MCM
1779
Marathon Capital Management
Maryland
$6.7M
BCFS
1780
Butensky & Cohen Financial Security
Florida
$6.7M
WIM
1781
Wittenberg Investment Management
Massachusetts
$6.69M
SWA
1782
Sax Wealth Advisors
New Jersey
$6.69M
FWM
1783
Finer Wealth Management
Massachusetts
$6.69M
BCM
1784
Blume Capital Management
California
$6.69M
VCM
1785
Violich Capital Management
California
$6.68M
LC
1786
Legacy CG
Texas
$6.67M
RDFA
1787
Ritter Daniher Financial Advisory
Ohio
$6.66M
PC
1788
Permanens Capital
New York
$6.66M
MCM
1789
Monarch Capital Management
Indiana
$6.66M
HWM
1790
Hohimer Wealth Management
Washington
$6.63M
PP
1791
Pacifica Partners
Canada
$6.62M
AWE
1792
Avidian Wealth Enterprises
Texas
$6.61M
KF
1793
KKM Financial
Illinois
$6.61M
UAG
1794
United Advisor Group
Ohio
$6.59M
PB
1795
Pinnacle Bancorp
Nebraska
$6.58M
SFA
1796
Souders Financial Advisors
Ohio
$6.57M
ACH
1797
ArrowMark Colorado Holdings
Colorado
$6.57M
SCM
1798
SOL Capital Management
Maryland
$6.56M
KFI
1799
Key Financial Inc
Pennsylvania
$6.56M
JGCM
1800
Joseph Group Capital Management
Ohio
$6.56M