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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
YDMI
2626
Y.D. More Investments
Israel
$2.62M
ANC
2627
Ames National Corp
Iowa
$2.62M
HAS
2628
HBW Advisory Services
California
$2.61M
CFGW
2629
Chancellor Financial Group WB
Pennsylvania
$2.61M
EWS
2630
Eagle Wealth Strategies
New Jersey
$2.6M
TC
2631
Trust Company
Kansas
$2.6M
SWRP
2632
Summit Wealth & Retirement Planning
California
$2.59M
KLWA
2633
Kelly Lawrence W & Associates
California
$2.59M
SPWG
2634
Syntegra Private Wealth Group
Missouri
$2.58M
EW
2635
Element Wealth
Mississippi
$2.58M
BDF
2636
Black Diamond Financial
Maryland
$2.58M
AWS
2637
Aspen Wealth Strategies
Colorado
$2.58M
VBA
2638
von Borstel & Associates
Oregon
$2.58M
TF
2639
Tudor Financial
Ohio
$2.57M
PCS
2640
Private Client Services
Kentucky
$2.57M
SCI
2641
Stableford Capital II
Arizona
$2.57M
JWWM
2642
Johnson & White Wealth Management
Pennsylvania
$2.56M
CAM
2643
CPA Asset Management
Florida
$2.56M
DIM
2644
Delta Investment Management
California
$2.55M
TIM
2645
Tortoise Investment Management
New York
$2.54M
AWM
2646
Accel Wealth Management
Iowa
$2.54M
KFA
2647
Kelleher Financial Advisors
New York
$2.54M
JE
2648
JMAC Enterprises
Pennsylvania
$2.54M
OPOWM
2649
One Plus One Wealth Management
Florida
$2.54M
LMKC
2650
L.M. Kohn & Company
Ohio
$2.54M