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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
Optiver Holding
2801
Optiver Holding
Netherlands
$2.12M
PP
2802
Patron Partners
Texas
$2.12M
SPF
2803
South Plains Financial
Texas
$2.12M
GCP
2804
GSA Capital Partners
United Kingdom
$2.12M
PK
2805
Pflug Koory
Nebraska
$2.11M
FB
2806
Finward Bancorp
Indiana
$2.11M
CWM
2807
Centurion Wealth Management
Virginia
$2.1M
HP
2808
Holistic Planning
Texas
$2.1M
VCM
2809
Viewpoint Capital Management
Washington
$2.1M
IPW
2810
Impact Partnership Wealth
Georgia
$2.1M
CC
2811
Corsicana & Co
Texas
$2.1M
PVM
2812
Palogic Value Management
Texas
$2.09M
HPBT
2813
Hickory Point Bank & Trust
Illinois
$2.08M
WF
2814
WinCap Financial
Massachusetts
$2.08M
RIA
2815
Realta Investment Advisors
Delaware
$2.08M
RFP
2816
Root Financial Partners
California
$2.08M
SWM
2817
Sterling Wealth Management
Illinois
$2.08M
AWA
2818
Amplius Wealth Advisors
Pennsylvania
$2.07M
Fiera Capital (Canada)
2819
Fiera Capital (Canada)
Quebec, Canada
$2.07M
GFA
2820
Gallagher Fiduciary Advisors
Illinois
$2.07M
DCM
2821
Driehaus Capital Management
Illinois
$2.07M
AFS
2822
Access Financial Services
Minnesota
$2.07M
LGA
2823
Lebenthal Global Advisors
New York
$2.06M
RWM
2824
Riverbend Wealth Management
South Carolina
$2.06M
SC
2825
Solstein Capital
California
$2.05M