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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
AGP
2451
Aspire Growth Partners
Florida
$3.13M
1IA
2452
1620 Investment Advisors
Massachusetts
$3.12M
KCPT
2453
Kingstone Capital Partners Texas
Texas
$3.12M
RSVP
2454
Ramsay Stattman Vela & Price
Colorado
$3.11M
MCC
2455
Money Concepts Capital
Florida
$3.11M
PIA
2456
Powell Investment Advisors
Florida
$3.11M
CG
2457
Corundum Group
Colorado
$3.1M
CWM
2458
Chesapeake Wealth Management
Virginia
$3.1M
WCM
2459
Windsor Capital Management
Arizona
$3.1M
SA
2460
Sovran Advisors
California
$3.09M
MFC
2461
Morris Financial Concepts
South Carolina
$3.09M
CE
2462
Cornerstone Enterprises
Wisconsin
$3.09M
OKSA
2463
O'Keefe Stevens Advisory
New York
$3.09M
AGP
2464
Autumn Glory Partners
Texas
$3.08M
BIG
2465
Brookwood Investment Group
Arizona
$3.08M
MW
2466
Maia Wealth
Colorado
$3.08M
NME
2467
Notis-McConarty Edward
$3.07M
NAMNJ
2468
NorthStar Asset Management (New Jersey)
New Jersey
$3.06M
BTWM
2469
Baker Tilly Wealth Management
Wisconsin
$3.06M
GWCM
2470
Godshalk Welsh Capital Management
Pennsylvania
$3.06M
CG
2471
CFO4Life Group
Texas
$3.05M
TIA
2472
Trust Investment Advisors
Indiana
$3.05M
FWM
2473
Forefront Wealth Management
Pennsylvania
$3.04M
CSPIA
2474
Cary Street Partners Investment Advisory
Virginia
$3.03M
TB
2475
Terril Brothers
Missouri
$3.03M