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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
TFIPS
3151
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.46M
WAG
3152
Windsor Advisory Group
Ohio
$1.46M
AIP
3153
Almanack Investment Partners
Pennsylvania
$1.45M
FAM
3154
Fairtree Asset Management
South Africa
$1.45M
FSC
3155
Full Sail Capital
Oklahoma
$1.45M
HFA
3156
Highland Financial Advisors
New Jersey
$1.45M
CFA
3157
CWS Financial Advisors
Michigan
$1.45M
GOCP
3158
Great Oak Capital Partners
Massachusetts
$1.45M
YIH
3159
Y-Intercept (HK)
Hong Kong
$1.45M
AT
3160
Avalon Trust
New Mexico
$1.44M
DPI
3161
Diversified Portfolios Inc
Michigan
$1.44M
SC
3162
Steph & Co
Wisconsin
$1.44M
MTC
3163
McDaniel Terry & Co
Texas
$1.44M
PW
3164
Pandora Wealth
Illinois
$1.43M
KW
3165
Keyvantage Wealth
Pennsylvania
$1.43M
SWM
3166
Silverlake Wealth Management
Vermont
$1.43M
CFD
3167
Creative Financial Designs
Indiana
$1.42M
SC
3168
Sykon Capital
New York
$1.42M
HC
3169
Hara Capital
Washington
$1.42M
EA
3170
Enclave Advisors
Texas
$1.42M
WF
3171
Wayfinding Financial
Washington
$1.42M
SC
3172
Stance Capital
Massachusetts
$1.42M
FNC
3173
First National Corp
Massachusetts
$1.42M
GAM
3174
Gemmer Asset Management
California
$1.41M
RMCM
3175
Reynders McVeigh Capital Management
Massachusetts
$1.4M