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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
FDDB
2951
Fidelity D&D Bancorp
Pennsylvania
$1.79M
SFWC
2952
Strategic Family Wealth Counselors
New Jersey
$1.78M
MF
2953
Manchester Financial
California
$1.78M
BWA
2954
Brave Warrior Advisors
New York
$1.78M
UIM
2955
Unified Investment Management
Georgia
$1.78M
SWM
2956
Sendero Wealth Management
Texas
$1.78M
OLA
2957
Oliver Luxxe Assets
New Jersey
$1.77M
LFS
2958
Legacy Financial Strategies
Kansas
$1.77M
TCB
2959
Texas Capital Bancshares
Texas
$1.77M
MEAC
2960
M.E. Allison & Co
Texas
$1.77M
ITFISA
2961
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.77M
SMWM
2962
Silvia McColl Wealth Management
California
$1.77M
WMWM
2963
Wilkins Miller Wealth Management
Alabama
$1.77M
GWM
2964
Gibbs Wealth Management
Georgia
$1.76M
ONST
2965
Old North State Trust
North Carolina
$1.76M
LJHT
2966
Laurie J. Hall Trustee
$1.76M
FC
2967
Financial Council
Maryland
$1.76M
GITFIT
2968
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.76M
ONGA
2969
O'Neil Global Advisors
California
$1.76M
YIM
2970
Yoffe Investment Management
Pennsylvania
$1.75M
SSC
2971
Syverson Strege & Co
Iowa
$1.75M
SWGC
2972
Summit Wealth Group (Colorado)
Colorado
$1.75M
MWM
2973
Manske Wealth Management
Texas
$1.75M
CPA
2974
Cardiff Park Advisors
California
$1.75M
NG
2975
Northstar Group
New York
$1.74M