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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
UIM
2951
Unified Investment Management
Georgia
$1.78M
SWM
2952
Sendero Wealth Management
Texas
$1.78M
OLA
2953
Oliver Luxxe Assets
New Jersey
$1.77M
LFS
2954
Legacy Financial Strategies
Kansas
$1.77M
TCB
2955
Texas Capital Bancshares
Texas
$1.77M
MEAC
2956
M.E. Allison & Co
Texas
$1.77M
ITFISA
2957
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.77M
SMWM
2958
Silvia McColl Wealth Management
California
$1.77M
WMWM
2959
Wilkins Miller Wealth Management
Alabama
$1.77M
GWM
2960
Gibbs Wealth Management
Georgia
$1.76M
ONST
2961
Old North State Trust
North Carolina
$1.76M
LJHT
2962
Laurie J. Hall Trustee
$1.76M
FC
2963
Financial Council
Maryland
$1.76M
GITFIT
2964
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.76M
ONGA
2965
O'Neil Global Advisors
California
$1.76M
YIM
2966
Yoffe Investment Management
Pennsylvania
$1.75M
SSC
2967
Syverson Strege & Co
Iowa
$1.75M
SWGC
2968
Summit Wealth Group (Colorado)
Colorado
$1.75M
MWM
2969
Manske Wealth Management
Texas
$1.75M
CPA
2970
Cardiff Park Advisors
California
$1.75M
NG
2971
Northstar Group
New York
$1.74M
RF
2972
Rossby Financial
Florida
$1.74M
FC
2973
Financial Consulate
Maryland
$1.74M
PWAC
2974
Private Wealth Advisors (California)
California
$1.74M
BAM
2975
BOCHK Asset Management
Hong Kong
$1.73M