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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
CVA
1776
Central Valley Advisors
California
$6.76M
CT
1777
Coastline Trust
Rhode Island
$6.74M
APG
1778
Abacus Planning Group
South Carolina
$6.73M
TLP
1779
Trinity Legacy Partners
Texas
$6.73M
RSA
1780
River Street Advisors
Illinois
$6.72M
MCM
1781
Marathon Capital Management
Maryland
$6.7M
BCFS
1782
Butensky & Cohen Financial Security
Florida
$6.7M
WIM
1783
Wittenberg Investment Management
Massachusetts
$6.69M
SWA
1784
Sax Wealth Advisors
New Jersey
$6.69M
FWM
1785
Finer Wealth Management
Massachusetts
$6.69M
BCM
1786
Blume Capital Management
California
$6.69M
VCM
1787
Violich Capital Management
California
$6.68M
LC
1788
Legacy CG
Texas
$6.67M
RDFA
1789
Ritter Daniher Financial Advisory
Ohio
$6.66M
PC
1790
Permanens Capital
New York
$6.66M
MCM
1791
Monarch Capital Management
Indiana
$6.66M
HWM
1792
Hohimer Wealth Management
Washington
$6.63M
PP
1793
Pacifica Partners
Canada
$6.62M
AWE
1794
Avidian Wealth Enterprises
Texas
$6.61M
KF
1795
KKM Financial
Illinois
$6.61M
UAG
1796
United Advisor Group
Ohio
$6.59M
PB
1797
Pinnacle Bancorp
Nebraska
$6.58M
SFA
1798
Souders Financial Advisors
Ohio
$6.57M
ACH
1799
ArrowMark Colorado Holdings
Colorado
$6.57M
SCM
1800
SOL Capital Management
Maryland
$6.56M