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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
3101
Cambridge Advisors
Nebraska
$1.55M
LWM
3102
Liberty Wealth Management
California
$1.55M
VAMG
3103
Voisard Asset Management Group
Michigan
$1.54M
PAA
3104
Peregrine Asset Advisers
Oregon
$1.54M
PA
3105
PFW Advisors
Georgia
$1.54M
SWM
3106
Shelton Wealth Management
Texas
$1.54M
BW
3107
Blalock Williams
Alabama
$1.54M
MA
3108
Maxele Advisors
Missouri
$1.54M
CWG
3109
Crown Wealth Group
North Carolina
$1.54M
AAG
3110
Armstrong Advisory Group
Massachusetts
$1.53M
THCM
3111
Taylor Hoffman Capital Management
Virginia
$1.53M
PC
3112
PhiloSmith Capital
Connecticut
$1.53M
GC
3113
GatePass Capital
Ohio
$1.53M
SI
3114
Severin Investments
Missouri
$1.53M
PW
3115
Paladin Wealth
Minnesota
$1.53M
M
3116
MATAURO
New York
$1.52M
CB
3117
Centennial Bank
Arkansas
$1.52M
MCM
3118
Mattern Capital Management
Colorado
$1.52M
LWL
3119
Leo Wealth LLC
Texas
$1.52M
IAG
3120
Ipsen Advisor Group
Arkansas
$1.51M
RPCONE
3121
Retirement Planning Company of New England
Rhode Island
$1.51M
SSCM
3122
Spectrum Strategic Capital Management
Oregon
$1.51M
RWI
3123
Red Wave Investments
Pennsylvania
$1.51M
HSG
3124
Helen Stephens Group
Texas
$1.51M
PPW
3125
Pasadena Private Wealth
California
$1.51M