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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
EA
3151
Enclave Advisors
Texas
$1.42M
WF
3152
Wayfinding Financial
Washington
$1.42M
SC
3153
Stance Capital
Massachusetts
$1.42M
FNC
3154
First National Corp
Massachusetts
$1.42M
GAM
3155
Gemmer Asset Management
California
$1.41M
RMCM
3156
Reynders McVeigh Capital Management
Massachusetts
$1.4M
TA
3157
TPG Advisors
Illinois
$1.4M
SHFP
3158
Second Half Financial Partners
Florida
$1.4M
TSS
3159
Thomas Story & Son
Indiana
$1.39M
4WM
3160
49 Wealth Management
Texas
$1.39M
ABLA
3161
Alan B. Lancz & Associates
Ohio
$1.39M
BDA
3162
Borer Denton & Associates
Pennsylvania
$1.39M
CCA
3163
Clearwater Capital Advisors
Illinois
$1.39M
SCM
3164
SKBA Capital Management
California
$1.38M
FC
3165
FCA Corp
Texas
$1.38M
LCG
3166
Lakeshore Capital Group
Illinois
$1.38M
CFLC
3167
California First Leasing Corp
California
$1.38M
LGG
3168
Luts & Greenleigh Group
Maryland
$1.38M
NNPTE
3169
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.38M
SSG
3170
Summit Securities Group
New York
$1.38M
EI
3171
Ellevest Inc
New York
$1.37M
HCM
3172
Hutchinson Capital Management
California
$1.37M
SWP
3173
Summit Wealth Partners
Florida
$1.37M
HW
3174
Hamilton Wealth
California
$1.37M
WMWM
3175
Whitaker-Myers Wealth Managers
Ohio
$1.37M