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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
CCM
1901
Consolidated Capital Management
California
$5.84M
LCM
1902
Leisure Capital Management
California
$5.83M
VFA
1903
Voya Financial Advisors
Connecticut
$5.82M
DA
1904
Doliver Advisors
Texas
$5.82M
FBC
1905
Fairfield, Bush & Co
Connecticut
$5.81M
MTIC
1906
Missouri Trust & Investment Company
Missouri
$5.8M
JJBC
1907
James J. Burns & Company
New York
$5.8M
BIP
1908
Blueprint Investment Partners
North Carolina
$5.79M
SWM
1909
Sculati Wealth Management
Michigan
$5.78M
AIM
1910
Aspen Investment Management
Michigan
$5.78M
1WA
1911
180 Wealth Advisors
Washington
$5.74M
MFA
1912
Mayflower Financial Advisors
Massachusetts
$5.74M
GPA
1913
Guerra Pan Advisors
New Jersey
$5.74M
BFPW
1914
BOK Financial Private Wealth
Colorado
$5.74M
HA
1915
Hamel Associates
New Jersey
$5.71M
C
1916
Certuity
Florida
$5.69M
FWM
1917
Forza Wealth Management
Florida
$5.68M
OAM
1918
Oak Asset Management
California
$5.68M
IIA
1919
IPG Investment Advisors
California
$5.66M
3IP
1920
3Chopt Investment Partners
Virginia
$5.66M
WA
1921
Wealth Alliance
New York
$5.65M
IP
1922
Investment Partners
Ohio
$5.65M
CGL
1923
Clarius Group LLC
Washington
$5.65M
AWM
1924
Aprio Wealth Management
Georgia
$5.65M
AEPWM
1925
Atlantic Edge Private Wealth Management
Florida
$5.64M