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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
GSF
3126
Grove Street Fiduciary
New Hampshire
$1.47M
KFG
3127
Kingdom Financial Group
Arizona
$1.47M
RW
3128
RVW Wealth
California
$1.47M
DWG
3129
Darden Wealth Group
Michigan
$1.47M
WA
3130
Wealthstream Advisors
New York
$1.47M
ACM
3131
Aspen Capital Management
Idaho
$1.47M
CAM
3132
Campion Asset Management
Virginia
$1.46M
MC
3133
Matisse Capital
Oregon
$1.46M
MWM
3134
MBE Wealth Management
Wisconsin
$1.46M
WF
3135
Whelan Financial
California
$1.46M
SPL
3136
Smart Portfolios LLC
Washington
$1.46M
TFIPS
3137
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.46M
WAG
3138
Windsor Advisory Group
Ohio
$1.46M
AIP
3139
Almanack Investment Partners
Pennsylvania
$1.45M
FAM
3140
Fairtree Asset Management
South Africa
$1.45M
FSC
3141
Full Sail Capital
Oklahoma
$1.45M
HFA
3142
Highland Financial Advisors
New Jersey
$1.45M
CFA
3143
CWS Financial Advisors
Michigan
$1.45M
GOCP
3144
Great Oak Capital Partners
Massachusetts
$1.45M
YIH
3145
Y-Intercept (HK)
Hong Kong
$1.45M
AT
3146
Avalon Trust
New Mexico
$1.44M
DPI
3147
Diversified Portfolios Inc
Michigan
$1.44M
SC
3148
Steph & Co
Wisconsin
$1.44M
MTC
3149
McDaniel Terry & Co
Texas
$1.44M
PW
3150
Pandora Wealth
Illinois
$1.43M