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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
CA
2301
Calton & Associates
Florida
$3.6M
MIM
2302
Miller Investment Management
Pennsylvania
$3.6M
DCM
2303
Davidson Capital Management
Texas
$3.6M
DAS
2304
DMKC Advisory Services
Iowa
$3.59M
CPC
2305
Cookson Peirce & Co
Pennsylvania
$3.59M
SMA
2306
Seven Mile Advisory
New Jersey
$3.59M
CW
2307
Channel Wealth
California
$3.58M
SWR
2308
Spahn Wealth & Retirement
Arizona
$3.58M
MEG
2309
Millstone Evans Group
Colorado
$3.58M
PFT
2310
Providence First Trust
Arizona
$3.58M
WDL
2311
Well Done LLC
Michigan
$3.57M
MHWM
2312
Montz Harcus Wealth Management
Louisiana
$3.57M
GC
2313
Gilbert & Cook
Iowa
$3.57M
SJIM
2314
St. Johns Investment Management
Florida
$3.57M
VCM
2315
Virtue Capital Management
Tennessee
$3.56M
BI
2316
Bradyco Inc
Massachusetts
$3.56M
RBFC
2317
Roman Butler Fullerton & Co
Missouri
$3.56M
FMP
2318
Financial Management Professionals
Texas
$3.56M
BMWS
2319
Brady Martz Wealth Solutions
North Dakota
$3.55M
SFWA
2320
Summit Financial Wealth Advisors
Louisiana
$3.54M
AFM
2321
Aspetuck Financial Management
Connecticut
$3.54M
CMI
2322
Clare Market Investments
Texas
$3.53M
GSC
2323
G&S Capital
Colorado
$3.53M
CFA
2324
Camarda Financial Advisors
Florida
$3.52M
CWM
2325
Cranbrook Wealth Management
Michigan
$3.52M