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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
PCM
2451
Pointe Capital Management
Michigan
$3.14M
AFG
2452
Allegheny Financial Group
Pennsylvania
$3.13M
AFA
2453
AA Financial Advisors
Ohio
$3.13M
AGP
2454
Aspire Growth Partners
Florida
$3.13M
1IA
2455
1620 Investment Advisors
Massachusetts
$3.12M
KCPT
2456
Kingstone Capital Partners Texas
Texas
$3.12M
RSVP
2457
Ramsay Stattman Vela & Price
Colorado
$3.11M
MCC
2458
Money Concepts Capital
Florida
$3.11M
PIA
2459
Powell Investment Advisors
Florida
$3.11M
CG
2460
Corundum Group
Colorado
$3.1M
CWM
2461
Chesapeake Wealth Management
Virginia
$3.1M
WCM
2462
Windsor Capital Management
Arizona
$3.1M
SA
2463
Sovran Advisors
California
$3.09M
MFC
2464
Morris Financial Concepts
South Carolina
$3.09M
CE
2465
Cornerstone Enterprises
Wisconsin
$3.09M
OKSA
2466
O'Keefe Stevens Advisory
New York
$3.09M
AGP
2467
Autumn Glory Partners
Texas
$3.08M
BIG
2468
Brookwood Investment Group
Arizona
$3.08M
MW
2469
Maia Wealth
Colorado
$3.08M
NME
2470
Notis-McConarty Edward
$3.07M
NAMNJ
2471
NorthStar Asset Management (New Jersey)
New Jersey
$3.06M
BTWM
2472
Baker Tilly Wealth Management
Wisconsin
$3.06M
GWCM
2473
Godshalk Welsh Capital Management
Pennsylvania
$3.06M
CG
2474
CFO4Life Group
Texas
$3.05M
TIA
2475
Trust Investment Advisors
Indiana
$3.05M