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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
HCM
2376
HMS Capital Management
Tennessee
$3.34M
IWS
2377
Insight Wealth Strategies
California
$3.34M
PCS
2378
Personal CFO Solutions
New Jersey
$3.34M
BOJHT
2379
Bank of Jackson Hole Trust
Wyoming
$3.34M
FP
2380
Financial Perspectives
Minnesota
$3.33M
SFG
2381
Shum Financial Group
California
$3.33M
CAL
2382
Capital Advisors Ltd
Ohio
$3.32M
BWP
2383
Balboa Wealth Partners
Arizona
$3.32M
USWG
2384
U.S. Wealth Group
New York
$3.32M
BFA
2385
Blueprint Financial Advisors
North Carolina
$3.32M
SGM
2386
Skye Global Management
Florida
$3.31M
BWA
2387
Blodgett Wealth Advisors
California
$3.31M
HBW
2388
Hazlett, Burt & Watson
West Virginia
$3.31M
FFG
2389
Fortem Financial Group
California
$3.31M
TAM
2390
Trillium Asset Management
Massachusetts
$3.3M
HAM
2391
Harmony Asset Management
Arizona
$3.3M
OFS
2392
OMC Financial Services
New York
$3.29M
PMFA
2393
Plante Moran Financial Advisors
Michigan
$3.29M
CAM
2394
Cacti Asset Management
Georgia
$3.29M
KSB
2395
Kennebec Savings Bank
Maine
$3.29M
PFG
2396
Prosperity Financial Group
California
$3.28M
WCM
2397
WealthBridge Capital Management
Ohio
$3.27M
OIM
2398
Oder Investment Management
California
$3.27M
NCM
2399
Neumann Capital Management
California
$3.26M
HNB
2400
Hilltop National Bank
Wyoming
$3.26M