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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
VBCG
1951
Valley Brook Capital Group
Pennsylvania
$5.5M
GA
1952
Guerra Advisors
Florida
$5.49M
CRWM
1953
Castle Rock Wealth Management
California
$5.48M
IAS
1954
Investment Advisory Services
Texas
$5.48M
MFS
1955
Mattson Financial Services
Michigan
$5.47M
NAS
1956
NWF Advisory Services
California
$5.47M
SFG
1957
Snider Financial Group
Washington
$5.46M
BHB
1958
Bank Hapoalim BM
Israel
$5.46M
CFFP
1959
Center for Financial Planning
Michigan
$5.45M
BCA
1960
Bay Colony Advisors
Massachusetts
$5.44M
MIA
1961
MeadowBrook Investment Advisors
Michigan
$5.42M
DA
1962
Denali Advisors
California
$5.42M
WFAG
1963
Worth Financial Advisory Group
North Carolina
$5.39M
KAS
1964
KPP Advisory Services
Kentucky
$5.39M
CFS
1965
Commonwealth Financial Services
West Virginia
$5.39M
ST
1966
Sageworth Trust
Pennsylvania
$5.38M
SM
1967
Sweeney & Michel
California
$5.38M
LI
1968
LRI Investments
Florida
$5.37M
ACM
1969
Altrius Capital Management
North Carolina
$5.36M
CTC
1970
Cetera Trust Company
Minnesota
$5.35M
BCM
1971
Boltwood Capital Management
California
$5.35M
BCM
1972
Brookmont Capital Management
Texas
$5.34M
PWG
1973
Portside Wealth Group
Utah
$5.33M
SLWA
1974
San Luis Wealth Advisors
California
$5.32M
IWA
1975
Invera Wealth Advisors
Oregon
$5.32M